Imperial PFS · 1 week ago
Account Executive
Phoenix, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expImperial PFS is one of North America’s top insurance premium financing companies, and they are seeking an Account Executive to nurture profitable program entity relationships. The role involves achieving organic growth and profitability goals while developing and maintaining customer relations and providing exceptional service.
FinanceFinancial ServicesInsurTechPayments
Responsibilities
Achieve key performance indicators in the areas of 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. Maybe be expected to back up absent AEs by following up on their assigned AEA activities
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
Working with assigned Sales Executives jointly develop a plan to develop new Prospects. Activities are to be documented as a task in Salesforce and volleyed between AE & SE until developed or potential is closed
In conjunction with Program Entity assigned Sales Executives, strategize and plan tasks or activities to jointly develop or penetrate PE’s for additional business opportunities
Document Program Entities within Salesforce utilizing tasks or Chatter on items such as agency development, offers of services/benefits, agency changes, etc
Review agency variances for assigned book and working with SE, Regional Manager/Leader determine if any further actions are needed. Suggestions may include rate or term adjustments, offering of additional IPFS services or further involvement of the Sales Executive
Develop and maintain knowledge of tools used by our Customers, including the ability to effectively communicate the applicable features and benefits and provide training on its usage. This would include our website, eForms, email reports, available payment options, and TotalPay
Communicate effectively and frequently with Sales Executive(s) on all program entity relationships within assigned portfolio of program entities
Communicate effectively with the Regional Manager/Leader as they require it. This communication will include review of completed job tasks, future planning and an overall review of the book of business. The overall review of the book of business should include any concerns or questionable acts by a program entity that could alert us to potential fraudulent activities
Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests
Submit all required documentation to agent for execution so that PFA will arrive complete for booking
Conduct program entity visitations on assigned relationships, as branch scheduling permits, to strengthen and enhance relationships; either by accompanying the Sales Executive or visiting independently after coordination with the Sales Executive
Participate in CE Credit Classes, as branch scheduling permits, especially when conducted for agencies within 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 the organizations policies and procedures
Perform various other duties as requested by Management
Qualification
Required
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
Proficiency in typing and 10 key
College Graduate
Benefits
Parking and commuter benefits programs
Comprehensive paid training program
Wellness program, LiveWell
Employee Assistance Program
Gym membership subsidies
401(k) with a company match
Medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D
Company
Imperial PFS
Imperial PFS® offers premium financing solutions for the commercial insurance industry.
501-1000 employees
H1B Sponsorship
Imperial PFS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Bryan Andres
Executive Vice President / CFO
Brian Fugere
Chief Growth Officer
Recent News
Company data provided by crunchbase