Account Executive

Job not on LinkedIn

🔥 34 minutes ago

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $55k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 0%

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AFCO Direct

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

🛡️ Insurance

Finance • Fintech • Insurance

AFCO Direct is a leading provider of insurance premium finance services. The company specializes in offering premium financing solutions, which involve lending funds to pay for insurance premiums. AFCO Direct has partnered with various technology companies like ePayPolicy and Vertafore to enhance their offerings and provide modern digital experience solutions to independent insurance agencies. They offer a broad range of products to support insurance professionals and their clients, promoting growth through partnerships and acquisitions, such as their recent acquisition of BankDirect Capital Finance. With a strong funding capacity, AFCO Direct is committed to treating every client relationship as a valued partnership and is focused on equipping agencies with the tools they need for insurance premium financing and payment processing.

📋 Description

• Build solid, long-lasting client relationships through consistent delivery of competitive loan product offerings • Evaluate loan opportunities and underwrite credit risk within approval authority • Deliver executable loan commitments and agreements with competitive rates and terms to Agent/Broker clients • Make independent credit decisions and deliver binding agreements • Interpret borrower financial statements and review policy binders and endorsements • Analyze competition and competing product offerings • Price interest rates and make recommendations when higher approval authority is needed • Coordinate with Sales Teammates, Underwriting, Management, Loan Processing, and Truist Credit Administration • Provide competitive loan commitments and underwriting of premium finance loans to retail agents • Follow up to secure quote and renewal opportunities • Review executed loan document packages for compliance with approvals and conditions • Solicit new and renewal financing opportunities • Provide management reports on production, lost quotes, new business, and portfolio returns • Perform quoting, underwriting, price negotiation, telemarketing, outbound sales calls, and CRM tracking • Track territory performance against established goals in a near paperless, web-based process

🎯 Requirements

• Associate's degree or equivalent education and related training • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products • Excellent written and verbal communication skills • Excellent organizational skills • Strong math aptitude • Ability to travel, occasionally overnight • Commercial insurance and financial services experience preferred • Proven internal sales performance and relationship management via account or territory management preferred • Willingness to work Mountain (MST) or Pacific (PST) hours

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • Accidental death and dismemberment coverage • Tax-preferred savings accounts • 401k plan • At least 10 days of vacation during the first year (prorated) • 10 sick days (prorated) • Paid holidays • Defined benefit pension plan (depending on position and division) • Restricted stock units (depending on position and division) • Deferred compensation plan (depending on position and division)