Premium Finance AE: Grow Client Relationships

Imperial PFS

Dallas (TX)

On-site

USD 55,000 - 75,000

Full time

11 days ago

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Benefits offered by this job

Parking & commuter benefits

Comprehensive paid training program

WellWorks wellness program

Employee Assistance Program

Gym membership subsidies

401(k) with company match

Company lunches and events

Paid time off, holidays

Job summary

Imperial PFS in Dallas seeks an Account Executive to nurture profitable program entity relationships and drive organic growth for premium finance services. You will work with the Branch Manager and Sales Executive to develop strategies, provide premium finance quotations, perform credit analysis, and manage documentation while delivering Legendary Service.

You will actively follow up on quotes, develop new prospects, document activities in Salesforce, and participate in local events to expand

Qualifications

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.

Responsibilities

Achieve key performance indicators in 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.
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.
Work with assigned Sales Executives to develop a plan to develop new Prospects; document activities in Salesforce.
Strategize with Program Entity sales teams to penetrate PE’s for additional business opportunities.
Document Program Entities in Salesforce utilizing tasks or Chatter on development activities.
Review agency variances and propose actions with SE/Regional Manager for rate/term adjustments or IPFS services.
Provide training on tools used by customers (website, eForms, reports, TotalPay).
Communicate with Sales Executives and Regional Manager on portfolio status and concerns.
Provide Legendary Service to inquiries by responding promptly and thoroughly.
Submit documentation to agent for execution so IPFS will arrive complete for booking.
Conduct program entity visits to strengthen relationships with Sales Executives.
Participate in CE Credit Classes and local events to grow market presence.
Be knowledgeable of IPFS Best Practices and ensure compliance with policies.
Perform other duties as requested by Management.