Premium Finance Relationship Manager

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

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