P1 Account Executive

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates

Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Why this role matters

P1 Finance helps insurance agencies and their clients access dependable premium financing solutions. As an Account Executive, you will be a trusted partner to agencies, brokers, and insurance carriers, helping them move business forward with responsive service, accurate guidance, and financing solutions that meet their needs.

This role is a strong fit for someone who enjoys building relationships, solving problems, and creating a positive client experience in a fast-moving environment.

What you'll do

You will own key client relationships and help make the premium financing process clear, timely, and dependable. Your work will directly support customer satisfaction, account retention, and business growth.

• Build trusted relationships with agency, broker, carrier, and insured partners through prompt, thoughtful communication.
• Prepare accurate premium finance quotes and help partners understand available financing options.
• Coordinate the information needed for timely loan decisions and communicate requested terms to the appropriate partners.
• Strengthen retention and growth by following up on renewals, new business opportunities, and prospective agency relationships.
• Partner across the team to resolve questions, process electronic payments, and deliver a consistent client experience.

You may also contribute to client outreach and marketing efforts and provide support across the Account Executive team when priorities shift.

What you bring

The qualifications below are required for this role and are organized for quick review.

Required Experience

• At least 2 years of premium finance experience or comparable commercial property and casualty insurance experience with an agency or intermediary.

Required Skills

• Clear, professional written and verbal communication in English.
• Strong customer service, relationship-building, and sales skills.
• Proficiency with Microsoft Office.
• Strong organization, attention to detail, problem-solving, and sound judgment.
• Ability to manage multiple priorities, take initiative, and adapt in a fast-paced team environment.

Education/Certifications

• High school diploma or equivalent.

What sets you apart

You do not need to have every preferred qualification. These experiences can help you get up to speed and make an impact more quickly:

• An associate's or bachelor's degree in Business Administration, Sales, Finance, Insurance, or a related field.
• Knowledge of premium finance processes, commercial insurance, or financial services operations.
• Experience supporting insurance agencies, brokers, or carriers.
• Experience with client outreach, email campaigns, social media, or other business development activities.

What you'll get

You will join a collaborative, service-focused team where initiative and ideas are valued. This role offers the opportunity to deepen your knowledge of premium finance, strengthen your client relationship skills, and contribute directly to customer retention and business growth.

Ready to apply?

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account