Account Executive Support Specialist

Key Responsibilities

• Support assigned Account Executives in achieving established regional key performance indicators (KPIs).
• Proactively manage daily quote follow-ups and quoting activities.
• Manage quote follow-up queues, service program entities, and ensure continuity of service.
• Aid in quote preparation, credit review support, documentation coordination, and follow-up communications.
• Prepare and deliver premium finance quotations within delegated authority guidelines.
• Perform credit analysis when required and ensure accurate and timely documentation completion.
• Submit required documentation to agents to ensure PFAs are received complete and ready for booking.
• Provide proactive telephone follow-up to resolve quotes and onboard new prospects/customers.
• Partner with assigned AEs and SEs to pursue and develop new prospect opportunities.
• Document all prospecting and development activities in Salesforce.
• Strategize with AEs and SEs to penetrate existing program entities and expand business opportunities.
• Support agency training calls, product demonstrations, and meetings, actively promoting IPFS technology and service offerings.
• Conduct program entity visitations alongside AEs and SEs.
• Participate in Continuing Education (CE) classes, trade shows, and local industry events to strengthen market presence and relationships.
• Deliver education and support on IPFS tools and services, including website functionality, eForms, email reports, payment options, and TotalPay.
• Assist AEs with monthly agency variance reviews for their assigned book of business.
• Collaborate with AEs and SEs on rate/term adjustments or additional service offerings.
• Communicate concerns or potential risk indicators to Regional leadership promptly.

Sales Partnership & Business Development

• Partner with assigned AEs and SEs to pursue and develop new prospect opportunities.
• Document all prospecting and development activities in Salesforce.
• Strategize with AEs and SEs to penetrate existing program entities and expand business opportunities.

Relationship Management & Field Engagement

• Conduct program entity visitations, alongside AEs and SEs, as scheduling permits.
• Participate in Continuing Education (CE) classes, trade shows, and local industry events to strengthen market presence and relationships.
• Deliver education and support on IPFS tools and services, including website functionality, eForms, email reports, payment options, and TotalPay.

Communication & Team Contribution

• Maintain consistent and effective communication with Sales Executives and Regional Leadership regarding portfolio performance and planning.
• Respond promptly and thoroughly to internal and external customer inquiries.
• Participate in monthly Regional meetings, contributing solutions, insights, and constructive input.
• Support Regional Management initiatives and perform additional duties as assigned.

Preferred Skills & Qualifications

• Strong verbal and written communication skills.
• Excellent customer service orientation.
• Strong analytical and problem-solving abilities.
• Detail-oriented with strong organizational skills.
• Self-motivated and proactive with a strong sense of urgency.
• Demonstrated sales aptitude and desire to achieve results.
• Ability to multitask and manage competing priorities.
• Adaptable and comfortable working in a fast-paced environment.
• Collaborative team player with a growth mindset.

Pay

The salary range for this position is $45,000 to $55,000. If an offer is made, the pay rate determinations will take into account relevant market data and the applicant’s prior experience, education and other qualifications directly related to the position to ensure internal equity.