Account Executive Support Specialist

About the role

The Account Executive Support Specialist (AESS) is an entry-level client-facing role within the Account Executive career path. This position is responsible for supporting Account Executive Teams in servicing and growing a designated regional portfolio.

Responsibilities

• Support assigned Account Executives in achieving established regional key performance indicators (KPIs).
• Proactively manage daily quote follow-ups and quoting activities.
• Provide seamless coverage for Account Executives during absences.
• 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 Premium Finance Agreements (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.
• Conduct program entity visitations alongside AEs and SEs.
• Participate in Continuing Education (CE) classes, trade shows, and local industry events.
• Deliver education and support on IPFS tools and services.
• Assist AEs with monthly agency variance reviews.
• Communicate concerns or potential risk indicators to Regional leadership.
• Maintain consistent and effective communication with Sales Executives and Regional Leadership.
• Respond promptly and thoroughly to internal and external customer inquiries.
• Participate in monthly Regional meetings, contributing solutions, insights, and constructive input.

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.