Account Executive jobs in United States, Idaho, Meridian
Truist AFCO West Account Executive United States, Idaho, Meridian
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Regular or Temporary:
English (Required)
1st shift (United States of America)The Account Executive’s (AE) primary role is to build solid long-lasting client relationships over time through consistent delivery of competitive loan product offerings.The AE both decisions and delivers binding agreements to our clients.Additionally, the AE must follow-up to secure quote and renewal opportunities while building/maintaining Client relationships over time.Largely independent and working most remote, the AE must be a self-starter - tracking territory performance versus established goals and work in a near paperless process flow where all underwriting, quoting and processing activity is completed electronically via a web-based environment.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Perform quoting, underwriting, price negotiation and telemarketing efforts for assigned geographic 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.
2. Responsible for building and developing solid agent client relationship via timely delivery of quotes, contracts and other information as requested or required by retail agent clients.
3. Make outbound calls to improve sales, following up on and soliciting business opportunities. Track all pertinent relationship- level sales data via Contact Relationship Management (CRM) software.
4. Report any lost quote opportunities and marketing intelligence for the territory.
5. Work in conjunction with Loan Processing Department to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. Request any loan funding arrangements and approval of loans within assigned authority limits. Verify loan details prior to, and in some cases after, loan processing.The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Associate's degree or equivalent education and related training
2. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
3. Excellent written and verbal communication skills
4. Excellent organizational skills
5. Strong math aptitude
6. Ability to travel, occasionally overnight
1. Associate's degree in finance or business-related field
2. Commercial insurance and financial services experience
3. Proven internal sales performance and relationship management via account or territory management
These jobs might be a good fit
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)The Account Executive’s (AE) primary role is to build solid long-lasting client relationships over time through consistent delivery of competitive loan product offerings.The AE both decisions and delivers binding agreements to our clients.Additionally, the AE must follow-up to secure quote and renewal opportunities while building/maintaining Client relationships over time.Largely independent and working most remote, the AE must be a self-starter - tracking territory performance versus established goals and work in a near paperless process flow where all underwriting, quoting and processing activity is completed electronically via a web-based environment.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Perform quoting, underwriting, price negotiation and telemarketing efforts for assigned geographic 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.
2. Responsible for building and developing solid agent client relationship via timely delivery of quotes, contracts and other information as requested or required by retail agent clients.
3. Make outbound calls to improve sales, following up on and soliciting business opportunities. Track all pertinent relationship- level sales data via Contact Relationship Management (CRM) software.
4. Report any lost quote opportunities and marketing intelligence for the territory.
5. Work in conjunction with Loan Processing Department to review loan documents to ensure completeness, accuracy and compliance with all regulatory and operational requirements. Request any loan funding arrangements and approval of loans within assigned authority limits. Verify loan details prior to, and in some cases after, loan processing.The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Associate's degree or equivalent education and related training
2. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
3. Excellent written and verbal communication skills
4. Excellent organizational skills
5. Strong math aptitude
6. Ability to travel, occasionally overnight
1. Associate's degree in finance or business-related field
2. Commercial insurance and financial services experience
3. Proven internal sales performance and relationship management via account or territory management
These jobs might be a good fit
