Imperial PFS

Asset Retention Specialist

Imperial PFS

full-time

Posted on:

Location Type: Office

Location: Tampa • Florida • United States

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IPFS

About the role

  • Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests.
  • Respond to telephone inquiries from insurance brokers, insurance carriers, and insured Customers regarding premium finance accounts.
  • Properly document all conversations on each specific account.
  • Maintain a territory by contacting Agents regarding return premiums received and make suitable repayment options to ensure the loan is collected and paid in full.
  • Ensure clear notes and actions are placed on the account for each step in the collection process.
  • Responsible for working with challenging or problematic relationships as needed.
  • Work with our agents and brokers to understand the reason for arrears and to facilitate suitable solutions for each client.
  • Communicate issues on accounts to all parties involved: Sales Executive, Account Executives, and Regional Leadership.
  • Professionally address client errors and communicate the negative impact of those errors to IPFS, arranging acceptable resolution for us and our agency partners.
  • Collaborate with new associates to establish familiarity with company procedures and best practices.
  • Complete appropriate recommendations for loan losses and write-offs.
  • Coordinates with leadership to manage the organization's assets by ensuring operational efficiency, reliability, and cost-effectiveness.
  • Implements and refines the organizations asset management strategy, aligning it with the goals and objectives of IPFS.
  • Utilizes asset management software and tools to track asset location, condition, and performance.
  • Provides data and insights on asset maintenance, replacement, and improvement requirements to contribute to operational decision-making.
  • Maintain a high level of product knowledge to provide professional and courteous guidance to clients.
  • Participate in working groups to share feedback on process and workflow improvements to advance the arrears management.
  • Communicate internally with Sales, Service, and Finance as appropriate.
  • Carry out any general task at the request of the management team that may be required by their function.

Requirements

  • 3-5 years of prior experience in at least one of the following core areas: Insurance, Commercial Loan Industry, Collections or Customer Service.
  • Clear written and verbal communication skills.
  • Strong organizational and time management skills.
  • Sufficient math skills with the ability to perform basic calculations quickly.
  • Ability to adapt in a fast-paced environment.
  • Ability to use initiative and good judgment in a decisive but fair manner to resolve delinquent situations.
  • Results-oriented, diplomatic, and adept at building customer relations.
  • Strong problem-solving skills.
  • Ability to work closely with others in a team-oriented environment.
  • Knowledge of financial services industry and lending products.
  • Computer literacy in Microsoft Office Word, Excel and Outlook.
  • Exceptional customer service and contact management skills.
  • Positive attitude, highly motivated, ability to work independently in a team environment.
Benefits
  • parking and commuter benefits programs to help make your commute a little easier.
  • comprehensive paid training program that will make you feel prepared and excited about your role.
  • wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support)
  • gym membership subsidies.
  • 401(k) with a company match
  • company lunches, corporate outings, and even the occasional ice cream truck.
  • insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
collectionscustomer serviceinsurancecommercial loanbasic calculationsasset managementloan losseswrite-offsdata analysisfinancial services
Soft Skills
clear communicationorganizational skillstime managementadaptabilityinitiativejudgmentresults-orienteddiplomacyproblem-solvingteamwork