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Senior Account Executive (Premium Finance)

Newport Beach, CA

Post Date: 10/30/2017 Job ID: 15210 Industry: Financial Services

Senior Account Executive (Premium Finance for Commercial Lines Insurance )
Location: Newport Beach 
Full Time Direct Hire


The Senior Account Executive will lead and manage a team of 3-5 Sales Account Executives as well as analyze reports and other information to underwrite and approve Premium Finance transactions within the insurance industry
The  Senior Account Executive must have a Bachelor's Degree and  financial services experience  relative to lending and premium finance in commercial lines insurance

Job duties:

-Interact, lead and manage sales executives to establish and maintain relationships with insurance agents and brokers
-Provide direction to Level 1 Account Execs relative to prioritization and daily work flow
-Perform loan review, underwrite new transactions and recommend rates and terms 
-Effectively communicate with insureds regarding the status of their premium finance loan
-Meet with insurance agents and brokers with the associated Sales Representative and communicate information regarding current premium finance loans, recent quotes, technical assistance training  and other agency needs

This is a full time direct hire opportunity to work for a terrific company with a great corporate culture and work environment

Please contact Paula@sdistaffing.Com for additional information and consideration



About SDI Staffing

We are a staffing and recruiting firm that specializes in the Insurance and Financial Services industry in California.  We are dedicated to helping talented professionals find the right jobs with the right companies.  We also partner with the best insurance and financial services firms seeking qualified talent throughout California.

We will help you:
  • Get presented directly to the hiring manager. (So that your resume does not sit in a virtual pile of thousands of resumes from online postings).
  • Get the right compensation package
  • Achieve your career goals- find the right work/life balance
  • Offer temp, temp to hire and permanent opportunities based on your personal needs

We have been in San Diego for 22 years and make placements throughout the state utilizing our strategic network and relationships.  
Our goal is to present career opportunities for our candidates and introduce only the best talent to our clients.





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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498