Account Executive

Imperial Funding Corporation; Phoenix (AZ); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Parking benefits

Training program

Wellness program (LiveWell)

401(k) match

Company events

Insurance benefits

Paid time off

Job summary

Imperial Funding Corporation is seeking an Account Executive in Phoenix, AZ to nurture profitable program relationships and drive premium finance growth. You will work with the Branch Manager and Sales Executive to grow existing customer relations while cultivating new ones, leveraging strong communication and negotiation skills and understanding of loan documentation and state requirements.

The role emphasizes customer service excellence, accurate documentation, and proactive engagement with

Qualifications

• Detail oriented and capable of handling complex administrative tasks.
• Strong verbal and written communication skills.
• Excellent customer service and relationship-building abilities.
• Good problem-solving and decision-making skills.
• Team-oriented with collaborative mindset.
• Strong organizational skills and attention to detail.
• Proactive with a sense of urgency and initiative.
• Solid sales aptitude and drive to win.
• Ability to multi-task in a fast-paced environment.
• Adapt quickly to new processes and tools, including typing and 10-key accuracy.

Responsibilities

• Achieve key performance indicators across premium volume, loan units, and profitability for the book of business.
• Follow up on quotes in a timely fashion to win opportunities and renewals; back up AEs as needed.
• Provide premium finance quotations and complete necessary credit analyses and documentation.
• Collaborate with Sales Executives to develop new prospects and document activities in Salesforce.
• Plan tasks with Program Entity Sales Executives to penetrate PE’s and grow opportunities.
• Document program entity relationships in Salesforce through tasks and chatter.
• Review agency variances with SE and Regional Manager for corrective actions.
• Develop knowledge of tools used by customers and train on usage (website, eForms, reports, TotalPay).
• Maintain effective communication with Sales Executives and Regional Manager about tasks and book performance.
• Ensure compliance with IPFS policies and participate in branch activities; perform other duties as requested.

Skills

Detail oriented

Communication

Customer service

Problem solving

Team player

Organization

Proactive

Sales aptitude

Multi-tasking

Adaptability

Typing

10-key

Education

College Graduate

Job description

Account Executive

Location: Phoenix, AZ

Employee Benefits

• At the office: Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
• Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
• Staying healthy: Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.
• Preparing for your future: Imperial PFS offers a 401(k) with a company match
• Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
• Peace of mind: Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.
• Time to recharge: We offer paid time off, including vacation and sick time, along with paid holidays, in accordance with company policy and applicable laws.

Job Summary

To nurture profitable program entity relationships such that Customers value our premium finance services and we achieve superior, sustainable financial returns. The individual performing this job will be responsible for achieving organic growth and profitability goals based on their assigned book of business. Within this portfolio the Account Executive, in conjunction with the Branch Manager and assigned Sales Executive, is expected to develop and implement strategies to maintain and grow existing Customer relations, while developing new ones. The Account Executive must possess strong Customer service skills, superior communication and negotiation skills and an understanding of company loan documentation and state premium finance requirements.

Key Responsibilities

• Achieve key performance indicators in the areas of premium volume, loan units, program entity growth, and profitability based on the book of business assigned to them by IPFS.
• Actively follow up on all quote activities within the AEA queue in a timely fashion to ensure the greatest potential of winning new opportunities and retaining renewals. Maybe be expected to back up absent AEs by following up on their assigned AEA activities.
• Service program entities by providing premium finance quotations, within company guidelines and assigned authorities, which may include a credit analysis and documentation completion in an accurate and timely manner.
• Working with assigned Sales Executives jointly develop a plan to develop new Prospects. Activities are to be documented as a task in Salesforce and volleyed between AE & SE until developed or potential is closed.
• In conjunction with Program Entity assigned Sales Executives, strategize and plan tasks or activities to jointly develop or penetrate PE’s for additional business opportunities.
• Document Program Entities within Salesforce utilizing tasks or Chatter on items such as agency development, offers of services/benefits, agency changes, etc.
• Review agency variances for assigned book and working with SE, Regional Manager/Leader determine if any further actions are needed. Suggestions may include rate or term adjustments, offering of additional IPFS services or further involvement of the Sales Executive.
• Develop and maintain knowledge of tools used by our Customers, including the ability to effectively communicate the applicable features and benefits and provide training on its usage. This would include our website, eForms, email reports, available payment options, and TotalPay.
• Communicate effectively and frequently with Sales Executive(s) on all program entity relationships within assigned portfolio of program entities
• Communicate effectively with the Regional Manager/Leader as they require it. This communication will include review of completed job tasks, future planning and an overall review of the book of business. The overall review of the book of business should include any concerns or questionable acts by a program entity that could alert us to potential fraudulent activities.
• Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests
• Submit all required documentation to agent for execution so that PFA will arrive complete for booking
• Conduct program entity visitations on assigned relationships, as branch scheduling permits, to strengthen and enhance relationships; either by accompanying the Sales Executive or visiting independently after coordination with the Sales Executive
• Participate in CE Credit Classes, as branch scheduling permits, especially when conducted for agencies within assigned book of business
• Attend local events and trade shows, as branch scheduling permits, to further establish connections within the marketplace
• Be knowledgeable of IPFS’s Best Practices and review procedural changes to ensure compliance with the organizations policies and procedures
• Perform various other duties as requested by Management

Required Skills

• Must be detailed oriented
• Must have strong verbal and written communication skills
• Must possess excellent Customer service skills
• Strong problem-solving skills
• Must be team oriented
• Must have good organization skills
• Must be proactive, with a sense of urgency
• 2-4 Years of experience in premium financing or related field
• Must be self-motivated with a drive to take initiative
• Strong sales aptitude, with a desire to win
• Ability to multi-task
• Ability to adapt quickly and thrive in a fast-paced environment
• Proficiency in typing and 10 key

Education Qualifications

College Graduate