US Premium Finance Senior Account Manager

Ameris Bank•Norcross, GA

5d•Onsite

About The Position

Support outside sales to solicit, develop and maintain producing client relationships while meeting or exceeding the company’s net contribution goals. Provide competitive quoting and underwriting of premium finance loan quotes to retail agents and follow-up to secure quote and renewal opportunities. Ensure quotes given are within scope of corporate pricing and underwriting guidelines to meet profitability goals. Provide reports to management tracking territory performance versus established goals. Performs other projects and duties as assigned.

Requirements

Strong problem-solving and analytical skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Excellent written and verbal communication skills
Excellent organizational skills
Strong math aptitude
3+ years of premium finance experience or Commercial Lines Property and Casualty insurance experience.
3+ years of account management experience in commercial lines or premium finance.
Bachelor’s degree or equivalent combination of education and experience required.

Responsibilities

Performs quoting, underwriting, price negotiation and sales efforts for assigned territory.
Ensures all territory pricing is competitive, underwriting is complete and accurate, and credit and profitability standards are maintained while working to exceed monthly territory budget objective and metrics.
Works with moderately to highly complex, higher volume retail agents or national accounts than the Account Manager role, while working under general supervision.
Responsible for timely delivery of quotes, contracts and other information as requested/required by retail agent clients.
Resolve customer service issues as they arise.
Makes outbound calls to improve sales, follow up on and solicit business opportunities.
Tracks all pertinent relationship-level sales data.
Reports any lost opportunities of either renewals or quotes and marketing intelligence for the territory.
Works in conjunction with loan processing to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements.
May work with processing to request binders or other pertinent information from carriers, MGA’s or brokers/agents.
Some travel may be required for an occasional trade show or agency visit, but generally not more than once per quarter.