Account Executive

Great companies have great teams.

What started in 1977 as a small, local office offering premium financing has grown to over 600 associates and more than 20 locations across North America. In all we say and do, we work towards our mission of providing solutions, resources, and premium financing for the insurance industry.

We work hard to deliver on our corporate mission statement by empowering and encouraging our associates to provide great products and an unparalleled level of service.

Since

1977

Over 600

Associates

29

Locations

Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.

Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.

Our wellness program, Well Works, combined with our Employee Assistance Program (for confidential support), provides support for short and long-term health goals, and any bumps along the way. We also offer gym membership subsidies to support health and fitness goals.

We offer paid vacation time and paid personal leave, in addition to company-paid holidays.

IPFS offers a 401(k) with a company match to help set you up for a financially successful future.

Our associates are the foundation of our company. We strive to make our workplace a great place for everyone. IPFS sponsors company lunches, corporate outings, and even the occasional ice cream truck!

To nurture profitable program entity relationships such that Customers value our premium finance services and we achieve superior, sustainable financial returns. 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 Branch Manager and assigned Sales Executive, is expected to develop and implement strategies to maintain and grow existing Customer relations, while developing new ones.

The 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.

KEY 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…