Imperial PFS · 15 hours ago
Asset Retention Specialist
Tallahassee, FL
Full-time
Onsite
Mid Level
3+ years expImperial PFS is one of North America’s top insurance premium financing companies, seeking an Asset Retention Specialist to join their team. The role involves maintaining relationships with valuable agencies, managing canceled loans, and providing exceptional service to agents, brokers, and customers.
FinanceFinancial ServicesInsurTechPayments
Responsibilities
Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests
Respond to telephone inquiries from insurance brokers, insurance carriers, and insured Customers regarding premium finance accounts. Properly document all conversations on each specific account
Maintain a territory by contacting Agents regarding return premiums received and make suitable repayment options to ensure the loan is collected and paid in full
Ensure clear notes and actions are placed on the account for each step in the collection process
Responsible for working with challenging or problematic relationships as needed
Work with our agents and brokers to understand the reason for arrears and to facilitate suitable solutions for each client
Communicate issues on accounts to all parties involved: Sales Executive, Account Executives, and Regional Leadership
Professionally address client errors and communicate the negative impact of those errors to IPFS, arranging acceptable resolution for us and our agency partners
Collaborate with new associates to establish familiarity with company procedures and best practices
Complete appropriate recommendations for loan losses and write-offs
Coordinates with leadership to manage the organization's assets by ensuring operational efficiency, reliability, and cost-effectiveness
Implements and refines the organization’s asset management strategy, aligning it with the goals and objectives of IPFS
Utilizes asset management software and tools to track asset location, condition, and performance
Provides data and insights on asset maintenance, replacement, and improvement requirements to contribute to operational decision-making
Maintain a high level of product knowledge to provide professional and courteous guidance to clients
Participate in working groups to share feedback on process and workflow improvements to advance the arrears management
Communicate internally with Sales, Service, and Finance as appropriate
Carry out any general task at the request of the management team that may be required by their function
Qualification
Required
Clear written and verbal communication skills
Preferably 3-5 years of prior experience in at least one of the following core areas: Insurance, Commercial Loan Industry, Collections or Customer Service
Sufficient math skills with the ability to perform basic calculations quickly
Strong organizational and time management skills
Ability to adapt in a fast-paced environment
Ability to use initiative and good judgment in a decisive but fair manner to resolve delinquent situations
Results-oriented, diplomatic, and adept at building customer relations
Strong problem-solving skills
Ability to work closely with others in a team-oriented environment
Knowledge of financial services industry and lending products
Computer literacy in Microsoft Office Word, Excel and Outlook
Exceptional customer service and contact management skills
Positive attitude, highly motivated, ability to work independently in a team environment
Preferred
Some College Preferred
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
Company lunches
Corporate outings
Insurance benefits include 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