Job Properties:
Telework
About the Role:
Procure and maintain good quality agents for the purpose of providing them with insurance premium financing. The goal is to turn them into long-term customers.
What You Will Do:
* Increase new loan volumes by enhancing existing relationships and adding new agents.
* Develop and maintain profitable new business by making sales calls on insurance agents/brokers, insurance companies and general agencies.
* Maintain or expand loan volume by identifying problems and providing workable solutions.
* Develop pricing proposals as needed.
* Develop business plans and programs that would entice agents/GA’s to do business with Pathward.
* Review daily production reports and look for variances that need addressing.
* Build relationships and earn trust with a wide variety of individuals within the insurance industry.
* Maintain awareness, understanding and compliance with internal policies and procedures. Educate agency customers on systems and procedures.
* Communicate with existing customers (agents, their staff and owners) regarding problems and issues that need resolving or my assistance.
* Communicate with Dallas office personnel on various issues involved: new premium finance agreements, collections issues, missing information from customers, negotiating rates and underwriting terms.
* Service existing customer data base for retention of their business.
* Monitor local competitive environment and report to management.
* Make strategic recommendations as needed.
* Prepare annual production budget.
* Stay abreast of trends and attend insurance agency conventions, meetings, conferences, etc.
* Perform other duties as assigned.
Additional Information
What You Will Need: * Bachelor’s degree preferred or equivalent experience required. * 2+ years’ sales experience desired. * Premium finance and/or insurance sales experience preferred. * Extensive overnight travel is required. The responsibilities listed above are not all inclusive and may be changed at any time. #LI-Remote Don’t have everything listed under qualifications? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single condition. At Pathward, we are dedicated to building a diverse and inclusive culture of belonging, so if you’re excited about this role but your experiences don’t match exactly to everything in the posting we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles.
