US Premium Finance Senior Account Manager
About The Position
The US Premium Finance Senior Account Manager supports outside sales by soliciting, developing, and maintaining producing client relationships and meeting or exceeding net contribution goals. The role provides competitive quotes and underwrites premium finance loans for retail agents, follows up to secure quote and renewal opportunities, and ensures quotes comply with corporate pricing and underwriting guidelines and profitability goals. The position manages moderately to highly complex, higher-volume retail agents or national accounts than an Account Manager, working under general supervision. It is responsible for timely delivery of quotes, contracts, and other requested information; resolving customer service issues; tracking territory sales performance and lost opportunities; and coordinating with loan processing to help ensure loan documents are complete, accurate, and compliant. Occasional travel for trade shows or agency visits may be required, generally no more than once per quarter.
Requirements
- At least 3 years of premium finance experience or Commercial Lines Property and Casualty insurance experience.
- At least 3 years of account management experience in commercial lines or premium finance.
- Bachelor’s degree or an equivalent combination of education and experience.
- 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.
Responsibilities
- Perform quoting, underwriting, price negotiation, and sales efforts for an assigned territory.
- Ensure territory pricing is competitive, underwriting is complete and accurate, and credit and profitability standards are maintained.
- Work to exceed monthly territory budget objectives and metrics.
- Manage moderately to highly complex, higher-volume retail agents or national accounts under general supervision.
- Deliver quotes, contracts, and other information to retail agent clients in a timely manner.
- Resolve customer service issues as they arise.
- Make outbound calls to improve sales and follow up on and solicit business opportunities.
- Track pertinent relationship-level sales data.
- Report lost renewal or quote opportunities and territory marketing intelligence.
- Work with loan processing to review loan documents for completeness, accuracy, and compliance with regulatory and operational requirements.
- Coordinate with processing to request binders or other pertinent information from carriers, MGAs, or brokers and agents when needed.
- Provide management reports tracking territory performance against established goals.
Benefits
- Medical, dental, and vision insurance
- Life insurance provided at no additional cost
- Accidental death and dismemberment coverage
- Long-term disability coverage
- Paid sick and vacation leave
- 11 holidays
- Volunteer/service day
- Employee stock purchase plan
- 401(k) retirement plan with a 50% company match on the first 8% of contributions
- Flexible spending accounts
- Health savings account
- Health reimbursement arrangement
- Supplemental life and other insurance plans
- Identity theft protection
- Pet insurance
- Legal insurance
- Employee assistance program
- Employee advocacy program
- Entertainment discounts through Tickets at Work
- AT&T employee discount
- Wellness discounts for medical premiums and other rewards
- Employee referral incentive
- Education assistance
- Employee Resource Groups
- Free interest checking
- Free safe deposit box
- Free money orders, travelers’ checks, and cashier checks
- Discount on mortgage origination fee
- Free online banking and unlimited online bill payment
- Employee banking perks
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What This Job Offers
Job Type
Full-time
Career Level
Senior
