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JOB SUMMARY
The Account Executive Support Specialist (AESS) is an entry-level client-facing role within the Account Executive career path. This position is responsible for Account Executive Team support in servicing and growing a designated regional portfolio, consisting of established flow clients, national relationships and new IPFS prospects.
This role focuses on working with regional Account Executive Teams in delivering high-quality service, preparing premium finance quotations, conducting credit analysis when required, following up on quote activity, and onboarding new relationships. The role partners closely with Account Executives (AEs), Sales Executives (SEs) and Regional leadership to support retention, expansion, and operational excellence within the assigned book of business.
Success in this role requires strong customer service orientation, effective communication skills, attention to detail, and a working knowledge of loan documentation and state premium finance requirements.
KEY RESPONSIBILITIES
Account Executive Support & Execution
- Support assigned Account Executives in achieving established regional key performance indicators (KPIs), including premium volume, loan units, program entity growth, and profitability.
- Proactively manage daily quote follow-ups and quoting activities as delegated to maximize new business conversion and renewal retention.
- Provide seamless coverage for Account Executives during absences by managing quote follow-up queues, servicing program entities, and ensuring continuity of service.
- Assist with quote preparation, credit review support, documentation coordination, and follow-up communications to ensure timely resolution of opportunities.
- Maintain accuracy, responsiveness, and service excellence while operating within delegated authority and company guidelines.
Quoting & Servicing
- Prepare and deliver premium finance quotations within delegated authority guidelines.
- Perform credit analysis when required and ensure accurate and timely documentation completion.
- Submit required documentation to agents to ensure Premium Finance Agreements (PFAs) are received complete and ready for booking.
- Provide proactive telephone follow-up to resolve quotes and onboard new prospects/customers.
Sales Partnership & Business Development
- Partner with assigned AEs and SEs to learn about pursuing and developing new prospect opportunities.
- Document all prospecting and development activities in Salesforce, maintaining active collaboration between AESS and SE until the opportunity is won or closed.
- Strategize with AEs and SEs to penetrate existing program entities and expand business opportunities.
- Support agency training calls, product demonstrations, and meetings, actively promoting IPFS technology and service offerings.
Relationship Management & Field Engagement
- Conduct program entity visitations, alongside AEs and SEs, as scheduling permits.
- Alongside AEs and SEs, participate in Continuing Education (CE) classes, trade shows, and local industry events to strengthen market presence and relationships.
- Deliver education and support on IPFS tools and services, including website functionality, eForms, email reports, payment options, and TotalPay.
Portfolio Review & Risk Awareness
- Assist AEs with monthly agency variance reviews for their assigned book of business.
- Work with AEs on collaboration with Sales Executives and Regional Management to determine appropriate action, including rate/term adjustments or additional service offerings.
- Communicate concerns or potential risk indicators, including questionable program entity activity, to Regional leadership promptly.
Communication & Team Contribution
- Maintain consistent and effective communication with Sales Executives, and Regional Leadership regarding portfolio performance and planning.
- Deliver “Legendary Service” by responding promptly and thoroughly to internal and external customer inquiries.
- Actively participate in monthly Regional meetings, contributing solutions, insights, and constructive input.
- Support Regional Management initiatives and perform additional duties as assigned.
PREFERRED SKILLS & QUALIFICATIONS
- Strong verbal and written communication skills
- Excellent customer service orientation
- Strong analytical and problem-solving abilities
- Detail-oriented with strong organizational skills
- Self-motivated and proactive with a strong sense of urgency
- Demonstrated sales aptitude and desire to achieve results
- Ability to multitask and manage competing priorities
- Adaptable and comfortable working in a fast-paced environment
- Collaborative team player with a growth mindset
EDUCATION
- Bachelor’s degree preferred, or equivalent professional experience
Note: While Tampa, FL is the preferred location for this role, we are open to candidates working from our Tallahassee, FL office.
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