Senior Account Representative-PF

Serve as a control function to protect the company's collateral by reviewing, verifying, and processing premium finance agreements for funding consistent with corporate policy and procedure. Work in tandem with Account Executives to provide premium finance client service for a geographic sales territory. Work a near paperless process flow where all loan processing activity is completed in an electronic web-based environment.

• Quote new and endorsed premium finance agreements within individual approval limits and according to company guidelines.
• Work in conjunction with Quality Control to complete policy verifications, insured welcome calls, and other processing requirements as set forth in policy and procedures or established by company management.
• Monitor and ensure timely and thorough completion of open loan processing items.
• Communicate with management and client to provide updates on loan funding information or potential situations that may delay loan funding.
• Communicate with Sales Representatives to ensure quality customer service to retail agency clients.
• Mentor all Account Representatives and Junior Account Representatives.
• Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC.
• Complete annual BSA training.
• Report suspicions of criminal activity or attempts to avoid BSA reporting requirements to the AML/BSA Compliance Department.
• For supervisory positions, ensure BSA training requirements are completed by staff.

• High School Diploma or GED and a minimum of 5 years of loan processing or relevant experience.
• At least 3 years of Premium Finance experience.
• Detail‑oriented team player.
• Ability to excel in a fast‑paced environment.
• Ability to multi‑task and stay organized.
• Ability to exercise sound judgment and escalinde issues accordingly.
• Ability to communicate with all levels of the organization, including senior management.
• Strong communication and customer service skills.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Ability to lead, mentor, and guide other Account Representatives and Junior Account Representatives.

Must be able to remain in a stationary position 50% of the time and occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operate a computer and other office productivity machinery. Requires close visual acuity to prepare and analyze data, view a computer terminal, and perform expansive reading or visual inspection of work. Frequent communication with peers within own department or other departments.

Must be able to exchange accurate information. Occasional travel to client locations within the United States may be necessary.

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by state and federal law and regulation, as well as all related bank policies and procedures. This includes all Bank Secrecy Act, Anti‑Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

$25.00/Hour – $37.98/Hour

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

All roles are incentive eligible with the exception of Co‑Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E‑Verify Employer.