Job Type: Account Executive/Account Manager
Job location: Norcross, Georgia (Remote)
Reports To: Senior Account Executive/Manager
Schedule: Full time

Role & Title:

The premium finance division of a Federally Chartered Financial Institution has a position open for an Account Executive/Account Manager.

Essential Functions & Responsibilities:
The position includes quoting and other communications directly with the agency, broker, and carrier Account Managers for new and renewal premium finance loans as well as other related business.

• Provide quick and accurate responses to P1 Finance’s agency, intermediary, and carrier partners.
• Quickly and accurately enter premium finance quotes into the finance software to send to agencies. Quotes must follow company and state guidelines.
• Provide the credit department with the necessary documentation and information to make fast approval decisions on loans.
• Communicate with Management the requested terms from agency partners to obtain approval for loan requests.
• Answer incoming calls and field questions from the agency services line.
• Build strong relationships with agency, intermediary, and carrier partners via phone and written communications.
• Actively follow up with key contacts at agencies for retaining renewal quotes and new business quotes during the month of production.
• Reach out to new agency prospects for initial communication to ultimately bring them on board with P1 Finance.
• Accurately process electronic payments for agents and insureds.
• Provide backup assistance when another member of the Account Executive team is out of the office.
• Assist with social media, email blasts, and other marketing aspects as they arise.
• Communicate effectively with team members, other departments, and Management.
• Provide impeccable service to all customer inquiries by responding promptly and thoroughly to all requests.
• Assist other Account Executives with various daily tasks and quote inputs throughout the day.
• Become knowledgeable of P1 Finance’s best practices, policies, and procedures.
• Perform various other duties as requested by Management.

Preferred Skills

• Must be detailed oriented
• Bi-Lingual is a strong plus
• 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
• Experience in premium financing, related field, or insurance industry is a plus
• 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
• Must be proficient in MS Office products (Excel, Outlook, Word, etc.)

Knowledge and Skills:
A college degree is preferred but substantial P&C experience matters much more. A minimum of four years of experience in Commercial Lines P&C insurance.

Other important qualities include: Outstanding work ethic, a positive attitude, excellent verbal and written communication skills, comfortable with computing premium spreadsheets, professional manner, customer‐friendly, detailed, able to multi‐task, and proficient on the internet and in Microsoft Word. Microsoft Excel experience is a plus.

Benefits:

The company offers competitive compensation along with full benefit packages including Paid

Time Off (PTO), medical, dental, vision, long‐term disability, basic life insurance, Traditional and

Roth 401(k) plans, which includes company matching and optional life insurance, flexible spending account, and tuition assistance.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• High school or equivalent (Preferred)

Work Location: Remote

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