Job Description

Regional Account Executive Manager

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:

A successful Regional Account Executive Manager will help to nurture profitable program entity/ insurance provider Relationships such that Customers value our premium finance products and services, and we achieve superior, sustainable financial returns. The individual performing this job will be responsible for achieving organic growth and profitability goals based on their Regional AE Team’s assigned book of business and assisting others within the Region in driving results and achieving their goals. The Regional AE Manager will monitor and coordinate the daily activities of their Team to ensure work is completed in accordance with company practices and AE assigned goals. The incumbent will also mentor/coach their Account Executive Team on their books of business which includes national accounts and/or more complex Relationships. A successful Regional AE Manager possesses strong leadership skills, customer service skills, superior communication, and negotiation skills, as well as the understanding of and mentoring/coaching on company loan documentation and state premium finance requirements.

KEY RESPONSIBILITIES:

Assess team results, complete performance evaluations and merit reviews, and mentor associates.
Coordinate and approve time off requests within the Team.
Work with Regional Management/Leaders on AE Team book assignments and adjustments as warranted by Regional business needs.
Help develop standardized policies and procedures in conjunction with Regional and National Leaders/Management.
Implement, monitor, and modify as needed the standardized National/Regional AE Team out of office back up procedure.
Achieve key performance indicators in the areas of earned net margin, amount financed, loan units, Relationship growth, late charge revenue, cancellation ratios and charge-off activity on the Team’s assigned book of business.
Collaborate with Regional Management and Sales Executives in driving growth by prospecting and acquiring new Relationships while mentoring/coaching Regional AE Team on efficient onboarding and their participation in closing the sale.
Mentor/Coach Regional Team to train Relationships on submitting all required documentation for execution so that premium finance agreements will arrive complete for booking efficiently. They will work closely with Regional Agency Services Manager to ensure proper set up.
Mentor/Coach Regional Team to service Relationships by providing premium finance quotations in an accurate, compliant, and timely manner.
Conduct Relationship visitations on Regional Team Relationships, as scheduling permits, to strengthen and enhance Relationships; either by accompanying the Account Executive, Sales Executive or visiting independently after coordination with the Sales Executive and/or Regional Management/Leader.
Follow up with Team on all new, renewal and additional premium quotes issued, within dollar amounts specified by Regional Management/Leaders until final determination of opportunity is resolved using Salesforce Dashboard and AEA Followup.
Ensure Team is contacting Relationships on lost business from the previous year and renewals, within dollar amounts specified by Regional Management/Leaders until final determination of opportunity is resolved using Salesforce Dashboard and AEA Followup.
Participate in meetings with all Regional Account Executive Managers to drive standardizing processes, procedures, and training for Account Executives Nationally.
Practice continued communication to AE Team and facilitate monthly AE Team Regional calls for Team collaboration, advisement of new IPFS products/services, training and other National/Regional communications and standardization.
Build strong Relationships and communicate frequently with Sales Executive(s) on all Relationships within the Regional Team assigned portfolio of Relationships.
Meet regularly with the ROM and MD as required to review Team completed job tasks, future planning, statues of Team assigned book of business, including any concerns or questions about program entities to prevent fraudulent activities.
Understand, develop, and maintain knowledge of tools used by our Customers, including but not limited to our website, eForms, email reports, TotalPay, Quivit and available payment options. Effectively communicate the applicable products and services and provide training to the Team on their usage.
Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests.
Participate in Continuing Education Credit Classes, as Team scheduling permits, especially when conducted for agencies within Team assigned book of business.
Attend local events and trade shows, as scheduling permits, to further establish connections within the marketplace.
Be knowledgeable of IPFS’s Best Practices and review procedural changes to ensure compliance with the organizations policy and procedures.
Management of associates (both onsite and remotely), including disciplinary actions, development, training, and performance appraisals.
Perform various other duties as requested by Management including assistance in coaching, training, and backing up of the other Account Executive Manager in the Region.