Imperial PFS

Imperial PFS

Senior Account Executive

Dallas, TX | $127K - $160K

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Qualifications

  • Account Executive must possess strong Customer service skills, superior communication and negotiation skills and an understanding of company loan documentation and state premium finance requirements
  • Relationship driven decisions based off communications with program entities
  • Detailed oriented
  • Excellent communication skills
  • Excellent Customer service skills
  • Team oriented with the ability to assist at all levels within the Region
  • Proactive with a sense of urgency, responsive
  • Good organization skills
  • Strong telephone skills
  • Strong written correspondence skills

Responsibilities

  • The individual performing this job will be responsible for achieving organic growth and profitability goals based on their assigned book of business
  • Within this portfolio the Account Executive, in conjunction with the Operations Manager and assigned Sales Executive is expected to develop and implement strategies to maintain and grow existing Customer relations, while developing new ones
  • Achieve key performance indicators in the areas of premium volume, loan units, program entity growth, profitability, late charge revenue, cancellation ratios, and charge off activity on their assigned book of business
  • Service program entities by providing premium finance quotations, within the company Best Practices Guide and assigned authorities, which may include a credit analysis and documentation completion in an accurate and timely manner
  • Work closely with the Operations Manager to learn the carrier and wholesale side of business through carrier and general agent program entity set ups and management
  • Provide assistance to the entire operations unit, Operations Manager, Sales Executives, Account Executives, Collections and Acceptance Associates
  • Work alongside other departments within IPFS to help facilitate any potential needs for IPFSDirect and their customers
  • 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
  • Communicate effectively with the Operations Manager 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 potentially fraudulent activities
  • Communicate effectively and frequently with Sales Executives on program entity relationships within assigned portfolio of program entities

Benefits

  • 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
  • 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!
  • Peace of mind: Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D

Company information

Imperial PFS® offers premium financing solutions for the commercial insurance industry. For more than 40 years, we have built solid relationships with our insurance agency partners. Together, we’ve developed innovative services and flexible programs to help businesses free up cash flow and obtain the insurance security and coverage they need. Download our app IPFS Connect® on your device’s app store or visit us at ipfs.com to learn more.

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501-1,000 employees
Insurance, Financial Services, Real Estate, Legal Services, Accounting, Risk Management, Payments, Fintech
Privately Held
Founded: 1977
Kansas City, Missouri
Company Specialties:
Insurance Premium Financing