P1 Finance - Account Executive

The Account Executive is responsible for handling quotes and direct communications with agencies, brokers, and carriers, as well as overseeing premium finance loans and business activities. The role requires building strong relationships with clients, understanding their goals and objectives, and proposing tailored solutions to meet their needs. The Account Executive plays a critical role in expanding the customer base, maximizing account profitability, and ensuring high levels of customer satisfaction and retention.

Requirements

• Excellent communication skills in English, both verbal and written
• Proficiency in Microsoft Office
• Good understanding of business processes related to premium finance
• Resourcefulness and strong attention to detail
• Good reasoning abilities and sound judgment
• Excellent customer service skills
• Strong problem-solving skills
• Proactivity, sense of urgency, and ability to work in a general office environment
• Team orientation, flexibility, and ability to shift resources and priorities as required
• Ability to multi-task and adapt quickly to a fast-paced environment
• Self-motivation, drive to take initiative, and strong sales aptitude

Benefits

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account