Account Executive Team Lead
: Job Details :

Regional Account Executive Team Lead

You're legendary. We're hiring. Let's talk!

Apply today for an opportunity to join one of North America's top insurance premium financing companies. Since 1977, Imperial PFS has grown to more than 500 Associates and 30 locations across the United States, Puerto Rico, and Canada.

Every day, we work to deliver on our Corporate Mission Statement: To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.

How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.

FOR OUR ASSOCIATES:

At the office: Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.

Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.

Staying healthy: Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.

Preparing for your future: Imperial PFS offers a 401(k) with a company match

Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.

Peace of mind: Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.

JOB SUMMARY:

To nurture profitable program entity relationships such that Customers value our premium finance products and services, and we achieve superior, sustainable financial returns. The individual in this Role will be responsible for achieving organic growth and profitability goals based on their assigned book of business and mentoring others within the Region in driving results and achieving their goals. This person will also assist or backup up RAEM's when they are out of the office. The Account Executive Team Lead will monitor and coordinate the daily activities of their Team to ensure work is completed in accordance with company practices and Account Executive assigned goals. A successful Team Lead possesses strong leadership skills, customer service skills, superior communication and negotiation skills, as well as the understanding of and mentoring on company loan documentation and state premium finance requirements.

KEY RESPONSIBILITIES:

* Consistently mentor Team to reach key performance indicators set-forth in the areas of amount financed volume, loan units, program entity growth, and profitability on the book of business assigned to them by IPFS

* Complete and mentor Team to complete daily AEA follow-ups consistently to ensure the greatest potential of winning new opportunities and retaining renewals

* Service and mentor Team to service program entities by providing premium finance quotations, within company guidelines and assigned authorities, which may include a credit analysis and documentation completion in an accurate and timely manner

* In conjunction with a Program Entity's assigned Sales Executive, strategize and mentor Team to strategize and plan tasks or activities to develop or penetrate PE's for additional business opportunities

* Document and mentor Team to document Program Entities within Salesforce pursuing further agency development, adoption of services/benefits, agency changes, etc.

* Collaborate with Sales Executives to handle agency training calls, demos, and meetings. Actively selling IPFS' technology to assigned program entities

* Complete agency variance review monthly for assigned book and assigned AE Team. Work with SE or Regional Management to determine if any further actions are needed.

* Develop, maintain, and train on the knowledge of tools used by our Customers. Must possess the ability to effectively communicate our applicable features and benefits. This would include all IPFS technology products and services

* Communicate effectively with the Regional and National Management as they require it pertaining to the development of the Regional Account Executive Teams

* Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests

* Assist in back up of absent Team direct report Account Executives

* This person will also assist or backup up RAEM's when they are out of the office.

* Conduct program entity visitations on assigned relationships, as branch scheduling permits, to strengthen and enhance relationships

* Attend local events and trade shows, as branch scheduling permits, to further establish connections within the marketplace

* Be knowledgeable of and mentor Team on IPFS's Best Practices and review procedural changes to ensure compliance with the organizations policies and procedures

* Participate in and sometimes lead monthly Regional AE Team meetings. Consistently bring solutions, ideas, and input to the meetings

* Partake in the training of IPFS Account Executives

* Mentor and lead by example with fellow associates

* Assist Regional Management with reviewing Team results, completing performance evaluations and merit reviews, and mentoring associates

* Work with Regional Management on Account Executive Team book assignments and adjustments as warranted by Regional business needs

* Help develop and implement standardized policies and procedures in conjunction with Regional and National Management.

* Assist RAEMs with AE Team red carrier credit reviews and late fee waivers up to their authority, process and quote assistance, Program Entity AE and SE assignments and AE back up assignments when out of office

* Participate in the hiring process of new Account Executives

* Monthly individual direct report AE touchpoint meetings to review Scorecards, training opportunities, etc.

* Direct report Branch visits

* Annual Performance Evaluations

* Perform various other duties as requested by Management

PREFERRED SKILLS:

* Strong Leadership Skills

* Excellent verbal and written communication skills

* Superior Customer service skills

* Strong problem-solving skills and critical thinking

* Team oriented

* Excellent organization skills

* Proactive, with a sense of urgency

* Self-motivated with a drive to take initiative

* Strong sales aptitude, with a desire to win

* Ability to multi-task

* Adapt quickly and thrive in a fast-paced environment

EDUCATION QUALIFICATIONS:

* College Graduate or equivalent experience

* The compensation range for this position is $80,000 - $107,000.