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, Imperial PFS 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.  
• Preparing for your future: Imperial PFS offers a 401(k) with a company match
• 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, and AD&D.

IPFS is hiring an Acceptance Associate to support our team in the West region. Position duties are outlined below:

KEY REPSONSIBILITIES

• Reviews documentation submitted by brokers for accuracy and completeness for funding purposes.
• Creates accounts and actions endorsements within the Service Level Agreement communicated to the customers.
• Liaises with internal associates, external vendors and customers regarding finance documentation.
• Generates required daily and monthly reports.
• Assists account managers with documentation.
• Updates and maintains internal systems.
• Completing administrative activities associated with serving customers, including accessing information and communicating transaction details.
• Assists with other related tasks and duties as required.

QUALIFICATIONS AND EXPERIENCE

• 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.

The salary range for this position is $32,755 - $42,000, plus an annual bonus opportunity. If an offer is made, the pay rate determinations will take into account relevant market data and the applicant’s prior experience, education and other qualifications directly related to the position to ensure internal equity.