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Regional Account Executive Team Lead

2 months ago

Amherst, New York, United States Imperial PFS Full time
Job Summary

We are seeking a highly skilled and experienced Regional Account Executive Team Lead to join our team at Imperial PFS. As a key member of our organization, you will be responsible for nurturing profitable program entity relationships, driving organic growth and profitability, and mentoring others within the Region to achieve their goals.

Key Responsibilities
  • Mentor and guide the Account Executive team to reach key performance indicators in areas such as amount financed volume, loan units, program entity growth, and profitability.
  • Complete and mentor the team to complete daily AEA follow-ups to ensure the greatest potential of winning new opportunities and retaining renewals.
  • Service and mentor the team to service program entities by providing premium finance quotations, within company guidelines and assigned authorities.
  • Collaborate with Sales Executives to handle agency training calls, demos, and meetings, actively selling IPFS' technology to assigned program entities.
  • Develop, maintain, and train on the knowledge of tools used by our Customers, effectively communicating our applicable features and benefits.
  • Communicate effectively with Regional and National Management as required, pertaining to the development of the Regional Account Executive Teams.
  • Provide legendary service to all Customer inquiries, responding promptly and thoroughly to all requests.
  • Assist in the backup of absent Team direct report Account Executives and RAEMs when they are out of the office.
  • Conduct program entity visitations on assigned relationships to strengthen and enhance relationships.
  • Attend local events and trade shows to further establish connections within the marketplace.
  • Be knowledgeable of and mentor the team on IPFS's Best Practices and review procedural changes to ensure compliance with the organization's policies and procedures.
  • Participate in and sometimes lead monthly Regional AE Team meetings, consistently bringing solutions, ideas, and input to the meetings.
  • Partake in the training of IPFS Account Executives and mentor and lead by example with fellow associates.
  • Assist Regional Management with reviewing Team results, completing performance evaluations and merit reviews, and mentoring associates.
  • Work with Regional Management on Account Executive Team book assignments and adjustments as warranted by Regional business needs.
  • Help develop and implement standardized policies and procedures in conjunction with Regional and National Management.
  • Assist RAEMs with AE Team red carrier credit reviews and late fee waivers up to their authority, process and quote assistance, Program Entity AE and SE assignments, and AE backup assignments when out of office.
  • Participate in the hiring process of new Account Executives.
  • Monthly individual direct report AE touchpoint meetings to review Scorecards, training opportunities, etc.
  • Direct report Branch visits.
  • Annual Performance Evaluations.
  • Perform various other duties as requested by Management.
Preferred Skills
  • Strong Leadership Skills
  • Excellent verbal and written communication skills
  • Superior Customer service skills
  • Strong problem-solving skills and critical thinking
  • Team oriented
  • Excellent organization skills
  • Proactive, with a sense of urgency
  • Self-motivated with a drive to take initiative
  • Strong sales aptitude, with a desire to win
  • Ability to multi-task
  • Adapt quickly and thrive in a fast-paced environment
Education Qualifications
  • College Graduate or equivalent experience