Account Executive

Imperial PFS; Town of Texas (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Imperial PFS in Wisconsin seeks an Account Executive to nurture relationships with program entities and drive profitable growth in premium financing. You will work with the Branch Manager and Sales Executive to develop strategies, manage a portfolio, and pursue new opportunities while ensuring excellent customer service.

The role requires 2–4 years in premium financing or related field, strong communication, and a proactive, multi-tasking mindset in a fast-paced environment. Travel as needed.

Qualifications

• Must be detail oriented.
• Must have strong verbal and written communication skills.
• 2–4 years of experience in premium financing or related field.
• Must be self-motivated with a drive to take initiative.

Responsibilities

• Achieve KPIs in premium volume, loan units, and profitability based on assigned book of business.
• Follow up on quote activities to maximize opportunities and renewals.
• Provide premium finance quotations and assist with credit analysis and documentation.

Skills

Detail oriented

Verbal communication

Written communication

Customer service

Negotiation

Sales aptitude

Organization

Multi-tasking

Proactiveness

Education

College Graduate

Job description

Since 1977, we have grown to over 600 Associates and 30 locations across the United States, Puerto Rico, and Canada.

Every day, we work to deliver on our Corporate Mission Statement: "To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals."

How do we do it? We empower and encourage our Associates to provide products and Customer service unparalleled in our industry.

FOR OUR ASSOCIATES:

• At the office: Depending on your location, we offer parking and commuter benefit programs to make your commute a little easier.
• Getting started: We offer a comprehensive paid training program that helps you feel prepared and excited about your role.
• Staying healthy: Our wellness program, WellWorks, along with our Employee Assistance Program for confidential support, helps you keep an eye on your short- and long-term goals. We also support your health and fitness by providing gym membership subsidies.
• Preparing for your future: We offer 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, 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.
• Equal Opportunity Employer: Imperial PFS is an Equal Opportunity Employer. We make employment decisions in accordance with applicable law and prohibit unlawful discrimination based on race, religion, color, sex, gender, age, national origin, ancestry, disability, genetic information, sexual orientation, military status, or any other characteristic protected by applicable law.
• Reasonable Accommodations: We are committed to providing an accessible and inclusive hiring process. Applicants who require a reasonable accommodation to participate in any part of the application or hiring process may contact Human Resources to request an accommodation.

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