Account Manager at South Story Bank and Trust

West Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Jul, 26

Salary

0.0

Posted On

07 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship management, Consultative selling, Account management, Sales, CRM systems, Communication, Strategic planning, Business development, Financial services, Premium finance, B2B sales, Client retention, Goal setting, Networking

Industry

Banking

Description

Description About Us Insurance Finance Company (IFC) is a boutique, bank-owned premium finance company founded in 1959. We are a nationwide provider of premium finance solutions, offering innovative and flexible financing options to insurance agents and brokers. Our team is deeply relationship-focused and committed to delivering exceptional service and value to our agency partners. We go beyond traditional premium finance by actively leveraging our industry connections to support agents in meaningful ways. Our motto is: “Reengineering premium finance from the agent up.” Position Overview Do you enjoy building real relationships and helping partners grow over time? Are you energized by meaningful conversations and being a trusted point of contact? As an Account Manager, you’ll manage and grow relationships with our existing P&C insurance agents and brokers. Your focus will be on deepening those partnerships, understanding agency needs, and identifying opportunities to grow business – while also developing new connections. This role is a great fit if you’re self-motivated, personable, and have experience working with insurance agencies or similar B2B clients. If you value follow-through, consistency, and long-term success over quick wins, you’ll feel right at home. Success in this role comes from building trust, delivering value, and expanding business through existing and new partnerships. Key Responsibilities Build and maintain strong, long-term relationships with our existing insurance agents and brokers, ensuring consistent value and convenience. Coordinate closely with assigned inside agent representatives and operations teams to provide a highly personalized level of service uncommon in the industry. Maximize premium finance revenue relative to cost-of-funds across a portfolio of partner agencies by demonstrating value and effectively using all available account management tools and incentives. Collaborate with the President and Sales Trainer to develop and execute account management strategies that achieve growth goals. Maintain accurate and up-to-date records of sales activities, client interactions, and progress toward goals within the CRM system. Secondarily, Identify and pursue new commercial agency relationships that would benefit from a boutique premium finance partner to earn bonuses for introducing new agency relationships to IFC. Requirements Associate or bachelor’s degree in business or a related field (preferred) 5 years of relationship management or sales experience. Strong understanding of premium finance products and services (or willingness to learn). Clear proven experience in consultative selling and understanding the business they are calling on. Prior experience calling on businesses; experience with insurance agencies is strongly preferred. Premium finance, banking, or financial services background is a plus. Excellent communication and relationship-building skills. Proven ability to meet or exceed account retention and growth targets. Self-motivated, goal-oriented, and comfortable working independently. Proficient with CRM systems and common sales tools. Travel Willingness to travel 1-2 nights/month within the assigned territory for in-person meetings. What we Offer Competitive Compensation: A salary package that rewards both individual and team performance. Comprehensive Benefits: Health, dental, and vision coverage, life insurance, generous paid time off, a 401(k) plan with matching contributions. Growth & Development: Opportunities for professional and career growth in a supportive, community-focused environment. A supportive, small-team environment that values personal integrity and professional growth. The ability to make a real impact on the lives of agency clients and business owners. A culture of service, leadership, and innovation. Inclusive Culture: Insurance Finance Company is an Equal Opportunity Employer. We value diversity and provide a welcoming, inclusive workplace for all.

Responsibilities

The Account Manager will build and maintain long-term relationships with P&C insurance agents to maximize premium finance revenue. They will collaborate with internal teams to provide personalized service and execute strategies to achieve growth goals.