Senior Premium Financing Associate

Job Summary

A company is looking for a Senior Quote Account Executive.

Key Responsibilities

• Develop and maintain strong client relationships while overseeing premium financing transactions
• Conduct risk assessments and due diligence on financing deals, ensuring compliance with regulations
• Prepare documentation and perform financial analysis to evaluate the viability of premium financing deals

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field with 2 years of related experience, or an advanced degree without experience
• Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) certification preferred
• Experience with premium financing products and financial analysis
• Knowledge of risk assessment and industry regulations
• Ability to develop and implement strategic plans