Regional Agency Services Manager

You're legendary. We're hiring. Let's talk!

Apply today for an opportunity to join one of North America's top insurance premium financing companies. Since 1977, our company has grown to more than 500 Associates and 30 locations across the United States, Puerto Rico, and Canada.

Every day, we work to deliver on our Corporate Mission Statement : "To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals."

How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.

For Our Associates :

• At the office : Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
• Getting started : We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
• Staying healthy : Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way.

We are also proud to offer gym membership subsidies to support your health and fitness goals.

• Preparing for your future : Imperial PFS offers a 401(k) with a company match
• Company culture : Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
• Peace of mind : Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life / dependent life, group term life, and AD&D.

JOB SUMMARY :

The Regional Agency Services Manager is responsible for handling all aspects of the program entity setup process, including : daily maintenance of rates, program adjustments, underwriting, fee distribution and reporting.

The Regional Agency Services Manager will work in conjunction with the Sales & Operations Leadership to ensure best practices are followed across the region to maximize Program Entity profitability and streamline the Program Entity setup process to ensure consistent and standardized processes.

The Regional Administrator must possess strong customer service skills, superior communication, and strong attention to detail to ensure accurate financing documentation & Program Entity setup.

KEY RESPONSIBILITIES :

• Ensure that all underwriting processes are completed in a timely fashion and in compliance with all applicable underwriting policies and procedures of the company.
• Customer Profile setup and maintenance within internal systems.
• Completion of monthly fraud reports and other duties as assigned.
• Provide general region sales support by seeking and distributing marketing materials, assisting Account Executives, Sales Executives, and Regional Leaders in the servicing of our customers
• Fee Distribution & Maintenance including coordination with Account Executives, Sales Executives and others are required.
• Handle more complex fee payments, creating required documentation including spreadsheets and monthly statements.
• Be knowledgeable of IPFS's Best Practices and review procedural changes to ensure compliance with the organizations' policies and procedure

REQUIRED SKILLS :

• Strong Customer Service Skills
• Advanced Problem Solving and Analytical Skills
• Excellent oral and written communication skills
• Good Organizational Skills
• Strong Excel & Word Knowledge
• Strong Time-management
• Ability to work closely with others
• A thorough understanding of company best practices and policies and procedures (Internal Candidate)

EDUCATION QUALIFICATIONS :

Bachelor's Degree

• The compensation range for this position is $71,000 - $95,000
6 days ago