USPF Account Executive

2 weeks ago


Boise, ID, United States Ameris Bank Full time
Description

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.

Required Knowledge, Skills and Competencies:

* Excellent written and oral communication

* Ability to develop and maintain client relationships while collecting on money due USPF

* Efficient in Microsoft Office applications

* Ability to adhere to schedule

* Bi-lingual (Spanish) is preferred

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.

Academic:

* High school diploma or GED required.

* Bachelor's Degree in Finance required.

Benefits Available to Employees:

Ameris Bank provides a comprehensive employee benefit package to all eligible employees.

  • Medical, Dental and Vision Insurance
  • Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
  • Life Insurance provided at no additional cost to employees
  • Accidental Death & Dismemberment Coverage
  • Long-Term Disability Coverage
  • Paid Sick and Vacation Leave
  • 11 Holidays
  • Volunteer/Service Day
  • Employee Stock Purchase Plan
  • 401(k) Retirement Plan
  • Ameris Bank matches 50% of your first 8% of contributions to the plan
  • Flexible Spending Accounts
  • Health Savings Account
  • Health Reimbursement Arrangement
  • Supplemental Life & Other Insurance Plans
  • Identity Theft Protection
  • Pet Insurance
  • Legal Insurance
  • Employee Assistance Program
  • Employee Advocacy Program
  • Tickets at Work (Entertainment discounts for Ameris Bank Employees)
  • AT&T Employee Discount
  • Wellness Discounts for Medical Premiums and Other Rewards
  • Employee Referral Incentive
  • Education Assistance
  • Employee Resource Groups

Banking Advantages for Employees:

In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.

  • Free Interest Checking
  • Free Safe Deposit Box
  • Free Money Orders, Travelers' Checks and Cashier Checks
  • Discount on Mortgage Origination Fee
  • Free Online Banking and Free Unlimited Online Bill Payment
  • Employee Banking Perks

Disclaimer:

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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