Account Executive

FIRST Insurance Funding

Newport Beach, CA, United States
Base: $24.00-$33.65ph; bonus/equity: quarterly inc...
On-site 3 days per week
Prepare loan agreements
Provide customer service
Handle inbound calls and emails
FIRST Insurance Funding is seeking an Account Executive to provide exceptional customer service while managing loan agreements for agents. The role requires strong communication skills, attention to detail, and experience in account management, with a focus on fostering relationships and maximizing profits

Job Summary

  • Provide superior, top quality customer service while preparing loan agreements for a portfolio of agents.
  • We have a culture that encourages an entrepreneurial spirit and offer multiple opportunities for development and upward mobility.
  • Competitive pay and discretionary or incentive bonus eligible, along with a comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement.

Matching Summary

Match Score: 85

FIRST Insurance Funding is seeking an Account Executive to provide exceptional customer service while managing loan agreements for agents. The role requires strong communication skills, attention to detail, and experience in account management, with a focus on fostering relationships and maximizing profits.

Salary

Base: $24.00-$33.65/hour; Bonus/Equity: Quarterly incentive bonus eligible; Benefits: Medical, Dental, Vision, Life, 401k with match, tuition reimbursement, and more

Skills & Requirements

Must-have

  • Prepare loan agreements
  • Provide customer service
  • Handle inbound calls and emails
  • Proficient in Outlook and Excel

Nice-to-have

  • Entrepreneurial spirit
  • Award-winning culture
  • Opportunities for development

Key Requirements

  • 2-5 years account executive experience preferred
  • Good verbal and written communication skills
  • Attention to detail and organized
  • Ability to work as part of a team
  • In office 3 days per week

Work Rights

Not specified

Tailored Resume

Cover Letter