Manage and grow a portfolio of agency relationships within small and middle-market segments to expand premium finance loan volume. Represent the organization at industry events and collaborate with internal partners to drive new business and meet revenue goals.
The Account Executive is responsible for building client relationships, underwriting credit risk, and delivering competitive loan commitments. They work independently to manage a territory, perform sales activities, and ensure all loan documentation complies with regulatory and operational standards.
The Account Executive is responsible for building long-lasting client relationships while independently underwriting and decisioning premium finance loan transactions. They perform quoting, price negotiation, and sales activities within an assigned territory to meet profitability and production goals.
Oversee the daily operations of a marketing office, including managing an internal sales team and ensuring high levels of client service. Responsibilities include underwriting, pricing, loan processing, and developing productive relationships with agent clients.
The Strategic Growth Manager will cultivate and expand loan volume by managing relationships with small agency insurance clients. They are responsible for monitoring local market trends, analyzing sales reports, and utilizing Salesforce to track activities and meet revenue goals.
