Client Solutions Manager I

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $90k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Oversee the day-to-day operation of a Marketing Office • Manage an internal sales team of Account Executives responsible for premium finance loan preparation, term/pricing analysis and negotiation, and loan processing/funding • Plan expenses and supervise human resources • Oversee quoting, underwriting and pricing activities • Ensure timely delivery of quotes, contracts, loan processing/funding and customer information • Resolve customer service issues • Develop and maintain customer relationships and coach Account Executives on sales and relationship-building techniques • Oversee outbound calls, business solicitation and marketing campaigns • Track and report Regional performance, including loan success, financed volume, spread, late charges and profitability • Research and analyze lost quote opportunities • Oversee loan-document processing, funding arrangements, regulatory compliance and loan approvals within authority limits • Hire, train, manage and evaluate Account Executives • Analyze and recommend agent appointments to Regional Managers • Make joint sales calls with outside sales associates • Approve credit risk and pricing within assigned limits • Manage Marketing Office logistics

🎯 Requirements

• Bachelor's degree in finance, business-related field or equivalent education and related training • Excellent written and verbal communication skills • Ability to effectively interact with various personalities/groups on the telephone and in person • Exceptional organizational, time management and leadership skills • Strong analytical, math and problem solving acumen • Working knowledge of MS Office Suite (Excel, Word, Outlook, PowerPoint) and other common desktop PC applications • Deep people, process and results managerial ability • Proven record of sound decision making and sustained high managerial performance • Ability to travel, occasionally overnight • Commercial insurance or financial services experience (preferred) • Salesforce.com or related CRM usage and experience (preferred) • English language fluency required

🏖️ 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 of employment • 10 sick days during the first year of employment • 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)