Finance Account Executive: Growth & Client Relations

Imperial PFS

Kansas City (MO)

On-site

USD 55,000 - 85,000

Full time

3 days ago
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Benefits offered by this job

Parking and commuter benefits
Paid training program
WellWorks wellness program
Gym membership subsidies
401(k) with company match
Paid time off and holidays
Health insurance (medical, dental, and
Vision coverage

Job summary

Imperial PFS is seeking an Account Executive to nurture profitable program entity relationships and achieve growth in assigned portfolios. You will develop and implement strategies to maintain existing customer relations while pursuing new opportunities, leveraging strong communication and negotiation skills along with knowledge of loan documentation and state premium finance requirements.

In this role you will coordinate with Branch Managers and Sales Executives to plan outreach, document

Qualifications

  • 2–4 years of experience in premium financing or related field.
  • Excellent verbal and written communication skills.
  • Strong customer service orientation and ability to build relationships.

Responsibilities

  • Achieve KPIs for premium volume, loan units, and profitability within the assigned book of business.
  • Follow up on all quote activities and support other AEs as needed.
  • Provide premium finance quotations and assist with credit analysis and documentation.
  • Collaborate with Sales Executives to develop new prospects and document activities in Salesforce.

Skills

Detail oriented
Communication skills
Customer service
Problem solving
Team oriented
Organization
Proactive
Sales aptitude
Multi tasking
Adaptability
Typing/10-key

Education

College graduate

Job description

Imperial PFS is seeking an Account Executive to nurture profitable program entity relationships and achieve growth in assigned portfolios. You will develop and implement strategies to maintain existing customer relations while pursuing new opportunities, leveraging strong communication and negotiation skills along with knowledge of loan documentation and state premium finance requirements.

In this role you will coordinate with Branch Managers and Sales Executives to plan outreach, document

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