What are the responsibilities and job description for the Account Executive Support Specialist position at Imperial PFS?
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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
The Account Executive Support Specialist (AESS) is an entry-level client-facing role within the Account Executive career path. This position is responsible for Account Executive Team support in servicing and growing a designated regional portfolio, consisting of established flow clients, national relationships and new IPFS prospects.
This role focuses on working with regional Account Executive Teams in delivering high-quality service, preparing premium finance quotations, conducting credit analysis when required, following up on quote activity, and onboarding new relationships. The role partners closely with Account Executives (AEs), Sales Executives (SEs) and Regional leadership to support retention, expansion, and operational excellence within the assigned book of business.
Success in this role requires strong customer service orientation, effective communication skills, attention to detail, and a working knowledge of loan documentation and state premium finance requirements.
Key Responsibilities
Account Executive Support & Execution
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, WellWorks, 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 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.
The Account Executive Support Specialist (AESS) is an entry-level client-facing role within the Account Executive career path. This position is responsible for Account Executive Team support in servicing and growing a designated regional portfolio, consisting of established flow clients, national relationships and new IPFS prospects.
This role focuses on working with regional Account Executive Teams in delivering high-quality service, preparing premium finance quotations, conducting credit analysis when required, following up on quote activity, and onboarding new relationships. The role partners closely with Account Executives (AEs), Sales Executives (SEs) and Regional leadership to support retention, expansion, and operational excellence within the assigned book of business.
Success in this role requires strong customer service orientation, effective communication skills, attention to detail, and a working knowledge of loan documentation and state premium finance requirements.
Key Responsibilities
Account Executive Support & Execution
- Support assigned Account Executives in achieving established regional key performance indicators (KPIs), including premium volume, loan units, program entity growth, and profitability.
- Proactively manage daily quote follow-ups and quoting activities as delegated to maximize new business conversion and renewal retention.
- Provide seamless coverage for Account Executives during absences by managing quote follow-up queues, servicing program entities, and ensuring continuity of service.
- Assist with quote preparation, credit review support, documentation coordination, and follow-up communications to ensure timely resolution of opportunities.
- Maintain accuracy, responsiveness, and service excellence while operating within delegated authority and company guidelines.
- Prepare and deliver premium finance quotations within delegated authority guidelines.
- Perform credit analysis when required and ensure accurate and timely documentation completion.
- Submit required documentation to agents to ensure Premium Finance Agreements (PFAs) are received complete and ready for booking.
- Provide proactive telephone follow-up to resolve quotes and onboard new prospects/customers.
- Partner with assigned AEs and SEs to learn about pursuing and developing new prospect opportunities.
- Document all prospecting and development activities in Salesforce, maintaining active collaboration between AESS and SE until the opportunity is won or closed.
- Strategize with AEs and SEs to penetrate existing program entities and expand business opportunities.
- Support agency training calls, product demonstrations, and meetings, actively promoting IPFS technology and service offerings.
- Conduct program entity visitations, alongside AEs and SEs, as scheduling permits.
- Alongside AEs and SEs, participate in Continuing Education (CE) classes, trade shows, and local industry events to strengthen market presence and relationships.
- Deliver education and support on IPFS tools and services, including website functionality, eForms, email reports, payment options, and TotalPay.
- Assist AEs with monthly agency variance reviews for their assigned book of business.
- Work with AEs on collaboration with Sales Executives and Regional Management to determine appropriate action, including rate/term adjustments or additional service offerings.
- Communicate concerns or potential risk indicators, including questionable program entity activity, to Regional leadership promptly.
- Maintain consistent and effective communication with Sales Executives, and Regional Leadership regarding portfolio performance and planning.
- Deliver “Legendary Service” by responding promptly and thoroughly to internal and external customer inquiries.
- Actively participate in monthly Regional meetings, contributing solutions, insights, and constructive input.
- Support Regional Management initiatives and perform additional duties as assigned.
- Strong verbal and written communication skills
- Excellent customer service orientation
- Strong analytical and problem-solving abilities
- Detail-oriented with strong organizational skills
- Self-motivated and proactive with a strong sense of urgency
- Demonstrated sales aptitude and desire to achieve results
- Ability to multitask and manage competing priorities
- Adaptable and comfortable working in a fast-paced environment
- Collaborative team player with a growth mindset
- Bachelor’s degree preferred, or equivalent professional experience