P1 Account Executive

Truliant Federal Credit Union • Norcross, GA

3d

About The Position

P1 Finance helps insurance agencies and their clients access dependable premium financing solutions. The Account Executive serves as a trusted partner to agencies, brokers, and insurance carriers, providing responsive service, accurate guidance, and financing solutions that meet their needs. The role focuses on building relationships, solving problems, and creating a positive client experience in a fast-moving environment.

The Account Executive owns key client relationships and helps make the premium financing process clear, timely, and dependable. The position directly supports customer satisfaction, account retention, and business growth. The employee may also contribute to client outreach and marketing efforts and support the Account Executive team as priorities shift.

Requirements

• At least 2 years of premium finance experience or comparable commercial property and casualty insurance experience with an agency or intermediary.
• Clear, professional written and verbal communication in English.
• Strong customer service, relationship-building, and sales skills.
• Proficiency with Microsoft Office.
• Strong organization, attention to detail, problem-solving, and sound judgment.
• Ability to manage multiple priorities, take initiative, and adapt in a fast-paced team environment.
• High school diploma or equivalent.

Nice To Haves

• Associate's or bachelor's degree in Business Administration, Sales, Finance, Insurance, or a related field.
• Knowledge of premium finance processes, commercial insurance, or financial services operations.
• Experience supporting insurance agencies, brokers, or carriers.
• Experience with client outreach, email campaigns, social media, or other business development activities.

Responsibilities

• Build trusted relationships with agency, broker, carrier, and insured partners through prompt, thoughtful communication.
• Prepare accurate premium finance quotes and help partners understand available financing options.
• Coordinate information needed for timely loan decisions and communicate requested terms to appropriate partners.
• Follow up on renewals, new business opportunities, and prospective agency relationships to support retention and growth.
• Partner across the team to resolve questions, process electronic payments, and deliver a consistent client experience.
• Contribute to client outreach and marketing efforts.
• Provide support across the Account Executive team when priorities shift.

Benefits

• No-cost employee medical, dental, and vision coverage
• Prescription benefits, including mail order
• Paid holidays and paid time off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteer hours
• Paid group life insurance
• Teammate loan discounts
• Tuition reimbursement
• Short- and long-term disability
• Health and Wellness program
• Teledoc physician video conferencing
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED