USPF Account Executive - Bilingual Spanish preferred (Remote in California)

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Posted 17 days ago United States Salary undisclosed
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Job Description

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.

Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.

The USPF Account Executive will support outside sales to solicit, develop and maintain producing client relationships while meeting or exceeding the company's net contribution goals. Provide competitive quoting and underwriting of premium finance loan quotes to retail agents and follow-up to secure quote and renewal opportunities. Ensure quotes given are within scope of corporate pricing and underwriting guidelines to meet profitability goals. Provide reports to management tracking territory performance versus established goals. All other duties as assigned.

Essential Functions, Duties, and Responsibilities:

  • Perform quoting, underwriting, price negotiation and sales efforts for assigned territory. Ensure all territory pricing is competitive, underwriting is complete and accurate, and credit and profitability standards are maintained while working to exceed monthly territory budget objective and metrics.
  • Serve less complex, less volume retail agents than the Senior Account Executive, and under minimal supervision.
  • Responsible for timely delivery of quotes, contracts and other information as requested/required by retail agent clients. Resolve customer service issues as they arise.
  • Make outbound calls to improve sales, following up on and soliciting business opportunities. Track all pertinent relationship-level sales data.
  • Report any lost opportunities of either renewals or quotes and marketing intelligence for the territory.
  • Work in conjunction with Loan Processing Department to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. May work with processing to request binders or other pertinent information from carriers, MGA's or brokers/agents.
  • All other duties as assigned.

Required Knowledge, Skills and Competencies:

  • Strong problem-solving and analytical skills
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • Strong math aptitude
  • Proven internal sales performance and relationship management via account or territory management

Industry and Work Experience:

  • 1+ years of premium finance experience or Commercial Lines Property and Casualty insurance experience, preferred.
  • If no premium finance experience, prior sales and/or credit experience in insurance or financial services, serving commercial clients.


  • Bachelor's Degree in Finance preferred


The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.