Hybrid Account Executive — Premium Financing Growth

Imperial PFS; Phoenix (AZ); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Parking and commuter benefits

Hybrid work after 6 months

Comprehensive paid training program

LiveWell wellness program and EAP

Gym membership subsidies

401(k) with company match

Company lunches and outings

Insurance: Medical, Dental, Vision, 1

Paid time off, holidays

Job summary

Imperial PFS seeks an Account Executive to nurture profitable relationships and drive profitable growth within a defined book of business. You will work with Branch Managers and Sales Executives to maintain and expand customer relations while pursuing new opportunities.

Strong customer service, communication, negotiation, and knowledge of premium finance requirements are essential. You will participate in a comprehensive paid training program and, after six months of on-site training, have the

Qualifications

• Must have strong verbal and written communication skills.
• Must possess excellent Customer service skills.
• Strong problem-solving abilities.
• Must be team oriented and highly organized.
• Must be proactive with a sense of urgency and self-motivation.
• Strong sales aptitude with a drive to win and ability to multi-task.
• Ability to adapt quickly in a fast-paced environment and proficient typing/10-key.
• 2–4 years of experience in premium financing or related field.

Responsibilities

• Achieve key performance indicators in premium volume, loan units, program entity growth and profitability.
• Follow up on quote activities to maximize opportunities and renewals; support absent AEs as needed.
• Provide premium finance quotations within guidelines and prepare required credit analyses and documentation.
• Collaborate with Sales Executives to develop new prospects and document activities in Salesforce.
• Coordinate with Program Entity Sales Executives to penetrate portfolios for additional opportunities.
• Maintain Salesforce records with agency changes, offers, and related tasks.
• Review variances with SE and Regional Manager to determine further actions or adjustments.
• Develop knowledge of tools used by customers and train on usage of website, eForms, emails, and TotalPay.
• Communicate regularly with Sales Executives and Regional Manager on book of business performance and risks.
• Provide Legendary Service to all customer inquiries and ensure complete documentation for booking.

Education

College Graduate

Job description

Imperial PFS seeks an Account Executive to nurture profitable relationships and drive profitable growth within a defined book of business. You will work with Branch Managers and Sales Executives to maintain and expand customer relations while pursuing new opportunities.

Strong customer service, communication, negotiation, and knowledge of premium finance requirements are essential. You will participate in a comprehensive paid training program and, after six months of on-site training, have the