Acceptance Associate

You’re legendary. We’re hiring. Let’s talk!

Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 500 Associates and 30 locations across the United States, Puerto Rico, and Canada.

Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”

How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.

For Our Associates:

At the office: Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.

Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.

Staying healthy: Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.

Registered Retirement Savings Plan (RRSP) with matching employer contributions.

Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.

Peace of mind: Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, AD&D, private duty nursing, paramedical services, and many more!

All candidate screening and assessments are conducted by our team. AI is not used in the interview process.

JOB SUMMARY:

A successful Acceptance Associate will help to nurture profitable program entity relationships, such that Customers value our premium finance services and we achieve superior, sustainable financial returns. The individual performing in this role will be responsible for reviewing, importing and entering submitted premium finance agreements (PFAs) for booking and completing the acceptance process which includes authorization of disbursements, as required.

KEY RESPONSIBILITIES:

Complete policy verifications through appropriate entities prior to loan processing. Where required, secure approval on exceptions from Acceptance Supervisor, Assistant Branch Manager or Branch Manager. Complete waived policy verifications based on priority.

Input and convert loans within policies, guidelines and service-level requirements.

Process loan agreements, obtain required loan documentation and ensure acceptability of all PFAs prior to loan acceptance.

Review incoming correspondence, update PLUS account with necessary changes/updates and document changes for future verification.

Promptly research entity addresses for all returned mail items and document changes for future verification.

Obtain all “Insured signature required” PFAs within 30 days of booking and follow up when necessary.

Follow up for Loss Payee endorsements and other documentation within required timeframes when applicable.

Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests.

Proactively anticipate issues and communicate internally with Management, Customers, Account Executives and Sales Executives as appropriate.

Develop and maintain knowledge of tools used by our Customers, including our website, eForms, email reports and available payment options. Effectively communicate the applicable features and benefits and provide training on their usage.

Be knowledgeable of IPFS’s Best Practices and review changes to ensure compliance with the organizations policies and procedures.

Perform various other duties as needed which may include but are not limited to providing support to branch Associates such as quote development and credit reviews

The annual compensation range for this position is $44,000 - $59,000 CAD

REQUIRED SKILLS:

Bilingual French & English preferred

A completed bachelor’s degree from an accredited university or a combination of post-secondary education and work experience

Minimum of one year working in the financial or banking industry preferred

Proficient in Microsoft Word, Excel, Outlook.

Ability to manage multiple priorities within tight timeframes while maintaining ongoing accuracy and attention to detail.

Excellent judgment and strong problem-solving skills.

Strong time management & organization skills.

Ability to quickly learn new systems and procedures.

Excellent verbal, written and communication skills.

Positive attitude, highly motivated, and ability to work well independently and in a team environment.

Confident personality, comfortable in dealing with clients and other employees.

EDUCATION QUALIFICATIONS:

High School

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