Now Hiring - Imperial PFS - Associate Account Representative (Hybrid) in Kansas City, MO

Full description of the position

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, our company 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 services and we achieve superior, sustainable financial returns. The Associate Account Representative, an entry level position within the Account Executive roles, generally maintains a book of business assigned to them by IPFS that focuses on the more established or flow business branch relationships. The individual performing this job will be responsible for primarily servicing a group of assigned program entities by providing quotations, credit analysis, when necessary, and telephone follow up for quote resolution. The Associate Account Representative must possess strong Customer service skills, superior communication and negotiation skills and an understanding of company loan documentation and state premium finance requirements.

KEY RESPONSIBILITIES:

• Achieve key performance indicators in the areas of premium volume, loan units, program entity growth, profitability, late charge revenue, cancellation ratios, and charge off activity based on the book of business assigned to them by IPFS.
• Complete a minimum of 2 Additional Business Calls (ABC) a day, with a target of 3 calls and optimum of 4 calls, documenting results of all calls in Salesforce and establishing follow up dates and plans.
• Service program entities by providing premium finance quotations, within company Best Practices Guide and assigned authorities, which may include a credit analysis and documentation completion in an accurate and timely manner.
• Follow up on all quotes issued, within dollar amounts specified by the Branch Manager, until final determination of opportunity is resolved.
• Contact program entities on renewal and lost deals from the previous year, within dollar amounts specified by the Branch Manager until final determination of opportunity is resolved.
• Develop and maintain knowledge of tools used by our Customers, including the ability to effectively communicate the applicable features and benefits and provide training on its usage. This would include our website, eForms, email reports, electronic signature, and available payment options.
• Communicate effectively and frequently with Sales Executive(s) on program entity relationships within assigned portfolio of program entities.
• Communicate effectively with the Leadership as they require it. This communication will include review of completed job tasks, future planning and an overall review of the book of business. The overall review of the book of business should include any concerns or questionable acts by a program entity that could alert us to potential fraudulent activities.
• Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests.
• Submit all required documentation to agent for execution so that PFA will arrive complete for booking
• Assist Acceptance Associates/Collateral Administrators with policy verifications by obtaining policy contact information and assistance with discrepancy issues.
• Follow up and obtain all insured signature required premium finance agreements, loss payee endorsements and other documentation when applicable within company guidelines.
• Be knowledgeable of IPFS’s Best Practices and review procedural changes to ensure compliance with the organizations policy and procedures.
• Perform various other duties as requested by Management including assistance to other branch Associates, which may include loan processing and correspondence. handling.

PREFERRED SKILLS:

• Must be detailed oriented
• Must have strong communication skills
• Must possess excellent Customer service skills
• Strong problem-solving skills
• Must be team oriented
• Must have good organization skills
• Must be proactive, with a sense of urgency
• Telephone skills
• Written correspondence

EDUCATION QUALIFICATIONS:
College Graduate

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Work Location: One location