Senior Account Executive

Job Summary
To nurture profitable program entity relationships such that customers value our premium finance services and the company achieves superior, sustainable financial returns.

The Account Executive is responsible for achieving organic growth and profitability goals based on the assigned book of business. The role involves developing and implementing strategies to maintain and grow existing customer relations while developing new ones. The candidate 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 premium volume, loan units, program entity growth, and profitability based on the assigned book of business.

Actively follow up on all quote activities within the AEA queue in a timely fashion to maximize the potential of winning new opportunities and retaining renewals.

Provide premium finance quotations to program entities, including credit analysis and documentation completion in an accurate and timely manner.

Work with assigned Sales Executives to develop new prospects, document activities as tasks in Salesforce, and coordinate until closure.

Strategize and plan tasks with Program Entity assigned Sales Executives to penetrate additional business opportunities.

Document program entities within Salesforce using tasks or Chatter for agency development, offers of services/benefits, agency changes, etc.

Review agency variances for the assigned book, and work with the SE and Regional Manager/Leader to determine necessary actions, such as rate or term adjustments or additional services.

Develop and maintain knowledge of tools used by customers, including the company website, eForms, email reports, payment options, and TotalPay.

Communicate effectively and frequently with Sales Executives and the Regional Manager/Leader on all program entity relationships within the assigned portfolio.

Respond promptly and thoroughly to all customer inquiries, providing legendary service to external and internal clients.

Submit all required documentation to agents for execution so that PFA arrives complete for booking.

Conduct program entity visitations on assigned relationships, either accompanied by the Sales Executive or independently, as branch scheduling permits.

Participate in CE Credit Classes, as branch scheduling permits, particularly for agencies within the 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 organizational policies and procedures.

Perform various other duties as requested by Management.

Required Skills

Detail‑oriented.

Strong verbal and written communication skills.

Excellent customer service skills.

Strong problem‑solving skills.

Team oriented.

Good organizational skills.

Proactive with a sense of urgency.

2‑4 years of experience in premium financing or a related field.

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 operation.

Education Qualifications
College graduate or equivalent experience.

Benefits
At the Office
Based on location, the company offers parking and commuter benefits programs to help make commute easier.

Insurance Benefits
Health, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D coverage.

Work Life Balance
Paid vacation time, paid personal leave, and company‑paid holidays.

Preparing for Your Future
401(k) with company match.

Company Culture
Company lunches, corporate outings, and occasional fun events such as ice‑cream trucks. The wellness program WellWorks and Employee Assistance Program support health, fitness, and personal goals; gym membership subsidies are also offered.

Equal Employment Opportunity and affirmative action statements apply.

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