US Premium Finance Senior Account Manager

Overview

This role supports outside sales activities to solicit, develop, and maintain producing client relationships while meeting or exceeding net contribution goals. Responsibilities include competitive quoting and underwriting of premium finance loan quotes for retail agents and follow-up to secure quote and renewal opportunities.

Responsibilities

• Quote, underwrite, negotiate pricing, and execute 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 related metrics.
• Provide timely delivery of quotes, contracts, and other requested information for retail agent clients.
• Resolve customer service issues as they arise.
• Make outbound calls to improve sales and follow up on and solicit business opportunities.
• Track relationship-level sales data.
• Report lost opportunities for renewals or quotes, along with relevant marketing intelligence for the territory.
• Work with loan processing to review loan documents for completeness, accuracy, and compliance with regulatory and operational requirements.
• Assist with requesting binders or other pertinent information from carriers, MGAs, or brokers/agents as needed.
• Perform other projects and duties as assigned.

Requirements

• 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.
• 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.
• Some travel may be required for an occasional trade show or agency visit, generally not more than once per quarter.

Preferred Qualifications

• Experience working with moderately to highly complex, higher volume retail agents or national accounts (this role operates under general supervision).

Compensation & Benefits

• Medical, Dental, and Vision Insurance (the employer absorbs a major portion of healthcare costs; eligibility begins the first of the month following 30 days of employment)
• Life Insurance provided at no additional cost to employees
• Accidental Death & Dismemberment Coverage
• Long-Term Disability Coverage
• Paid Sick and Vacation Leave
• 11 Holidays
• Volunteer/Service Day
• Employee Stock Purchase Plan
• 401(k) Retirement Plan (employer matches 50% of the first 8% of contributions)
• Flexible Spending Accounts
• Health Savings Account
• Health Reimbursement Arrangement
• Supplemental Life & Other Insurance Plans
• Identity Theft Protection
• Pet Insurance
• Legal Insurance
• Employee Assistance Program
• Employee Advocacy Program
• Tickets at Work (entertainment discounts for employees)
• AT&T Employee Discount
• Wellness Discounts for Medical Premiums and Other Rewards
• Employee Referral Incentive
• Education Assistance
• Employee Resource Groups

Banking Advantages for Employees:

• Free Interest Checking
• Free Safe Deposit Box
• Free Money Orders, Travelers’ Checks and Cashier Checks
• Discount on Mortgage Origination Fee
• Free Online Banking and Free Unlimited Online Bill Payment
• Employee banking perks

Location

Not specified. Role supports outside sales activities within an assigned territory.

Equal Opportunity Statement

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.