What are the responsibilities and job description for the Account Executive position at Imperial PFS?
Account Executive
You’re legendary. We’re hiring. Let’s talk!
Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 500 Associates and 30 locations across the United States, Puerto Rico, and Canada.
Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”
How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.
For Our Associates
- At the office: Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
- Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
- Staying healthy: Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.
- Preparing for your future: Imperial PFS offers a 401(k) with a company match
- Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
- Peace of mind: Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.
JOB SUMMARY:
The Account Executive plays a critical role in building and maintaining strong, profitable relationships with program entities, ensuring they recognize the value of our premium finance services. This role is responsible for driving organic growth and achieving profitability goals within an assigned book of business.
In collaboration with Regional Management and the assigned Sales Executive, the Account Executive will develop and implement strategic initiatives to strengthen existing client relationships while identifying opportunities for new business growth. Success in this role requires exceptional customer service skills, strong communication and negotiation abilities, and a deep understanding of company loan documentation and state premium finance regulations.
If you’re a results-driven professional with a passion for fostering long-term client partnerships, we invite you to join our team!
KEY RESPONSIBILITIES:
Drive growth and profitability by meeting premium volume, loan unit, program entity expansion, and financial performance targets.
Proactively follow up on quotes in the AEA queue to maximize new opportunities and retention; provide backup support for absent AEs as needed.
- Provide premium finance quotes within company guidelines, including credit analysis and accurate documentation.
- Collaborate with Sales Executives to develop and pursue new prospects, tracking activities in Salesforce.
- Strategize with Sales Executives to expand business opportunities within program entities.
- Maintain detailed client records in Salesforce, documenting key interactions and developments.
- Analyze agency variances and coordinate with Sales Executives and Regional Managers on necessary adjustments or actions.
- Stay informed on customer-facing tools and provide training on features such as our website, eForms, email reports, payment options, and TotalPay.
- Maintain regular communication with Sales Executives and Regional Managers to review progress, strategize growth, and address potential risks.
- Deliver exceptional customer service by responding promptly and thoroughly to all inquiries.
- Ensure accurate and timely submission of required documentation for booking.
- Strengthen client relationships through in-person visits, either independently or alongside Sales Executives.
- Participate in CE Credit Classes, trade shows, and local events to enhance market presence and professional knowledge.
- Stay updated on IPFS Best Practices and procedural changes to ensure compliance.
- Perform additional tasks as assigned by management.
PREFERRED SKILLS:
- Must be detail oriented with strong verbal and written communication
- Must possess excellent Customer service and problem-solving skills
- Must be team-oriented
- Must have good organization skills with the ability to multi-task
- Must be proactive, with a sense of urgency
- Must be self-motivated with a drive to take initiative
- Strong sales aptitude with a desire to win
- Ability to adapt quickly and thrive in a fast-paced environment
- Proficiency in typing and 10 key
EDUCATION QUALIFICATIONS:
College graduate or equivalent experience
The salary range for this position is $50,000 to $66,000. If an offer is made, the pay rate determinations will take into account relevant market data and the applicant’s prior experience, education and other qualifications directly related to the position to ensure internal equity. For entry-level candidates with less than two years of experience, the Associate Account Executive role would be aligned and appropriate compensation offered.
#IndeedIPFS
Salary : $50,000 - $66,000
