Account Executive

Apply today for an opportunity to join one of North America’s top insurance premium financing companies!
About the Company What started in 1977 as a small local office has grown to over 650 associates and 29 locations across North America. We work to provide solutions, resources, and premium financing for the insurance industry, empowering our associates to deliver great products and exceptional service.
Employee & Benefits We offer parking and commuter benefits, medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D insurance. Our wellness program, WellWorks, and Employee Assistance Program support health goals, while gym membership subsidies encourage fitness. We provide paid vacation, personal leave, and company holidays.
Retirement & Growth IPFS offers a 401(k) with a company match to support long‑term financial success.
Culture We sponsor company lunches, corporate outings, and occasional ice‑cream trucks, fostering a collaborative environment.
Account Executive – Responsibilities To nurture profitable program entity relationships so that customers value our premium finance services and we achieve superior, sustainable financial returns. The individual will be responsible for organic growth and profitability based on a assigned book of business, working with the Branch Manager and Sales Executive to maintain and grow existing customer relations and develop new ones.
Key Responsibilities Achieve KPIs in premium volume, loan units, program growth, and profitability for the assigned book.
Timely follow‑up on all quote activities within the AEA queue, including back‑up of absent AEs.
Provide premium finance quotations, including credit analysis and documentation, within company guidelines.
Collaborate with Sales Executives to develop new prospects, documenting activities in Salesforce.
Strategize joint plans to penetrate program entities for additional business opportunities.
Document program entities, agency developments, offers of services, changes, and other items in Salesforce.
Review agency variances with SE and Regional Manager to suggest rate or term adjustments or additional services.
Maintain knowledge of customer tools and provide training (website, eForms, email reports, payment options, TotalPay).
Communicate regularly with Sales Executives and Regional Manager on portfolio activities and review.
Provide prompt, thorough service to all customer inquiries.
Submit required documentation to agents for execution.
Conduct program entity visitations as scheduling permits.
Participate in CE Credit Classes and attend trade shows as scheduled.
Stay updated on IPFS best practices and procedural changes for compliance.
Perform other duties as requested.
Required Skills Detail oriented
Strong verbal and written communication
Excellent customer service
Strong problem‑solving
Team oriented
Good organization skills
Proactive with a sense of urgency
2-4 years of premium financing or related experience
Self‑motivated, initiative‑driven
Strong sales aptitude, competitiveness
Multi‑tasking ability
Adaptability in fast‑paced environments
Typing proficiency, 10‑key
Education Qualifications College graduate
Compensation Salary range $50,000 to $60,000 plus incentive payout potential; pay determined by market data, experience, education and qualifications.

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