Premium Finance Senior Account Manager

Premium Finance Senior Account Manager

The James Allen Companies Inc.

Responsibilities

Engage with customers, insurance brokers, and insurance companies to provide expert information, resolve inquiries and issues, and ensure top-tier service through phone and email interactions.

Actively communicate and collaborate with team members and managers to maintain efficient workflow and high-quality service delivery.

Proactively conduct outbound calls to insurance brokers for account reviews, following up on quoted financing interests and understanding their needs and preferences.

Liaise with insurance companies to gather necessary account information, ensuring accuracy and completeness of data.

Maintain and update customer records with precision, reflecting all interactions and transactions.

Expertly navigate and assist customers with internal and external proprietary software, providing solutions for common technical issues.

Contribute to team efforts by supporting colleagues and managers in various capacities, adapting to emerging tasks and needs.

Gain a comprehensive understanding of the interplay between the insurance industry and premium finance sector.

Foster and maintain robust relationships with general agencies and insurance carriers, streamlining the loan management process.

Apply keen judgment and expertise in underwriting a range of premium finance loans, including commercial, personal, and assigned risk loans.

Qualifications:

Strong verbal and written communication skills, capable of engaging effectively with diverse stakeholders.

Experience in customer service, demonstrating a track record of successful client interactions.

Proficiency in Microsoft Windows, Word, Excel, and email.

A proactive approach with excellent prioritization skills to manage varied responsibilities efficiently.

Exceptional ability to build and maintain client relationships, underpinned by superior customer service skills.

A foundational understanding of accounting principles is advantageous.

Bilingual in English and Spanish- Required

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