Jobs in the United States

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Associate’s/Technical Degree or equivalent combination of education/related experience: Preferred
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Retail Sales Associate
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United States
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Training Coordinator
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Volunteers of America Northern California & Northern Nevada, Inc.
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Volunteers of America Northern California & Northern Nevada, Inc.
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Director of Information Technology, Kersten Institute
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Unit 52 Med/Tele/Neuro Stroke Part-Time Registered Nurse 2 7p-7a with $5,000 SIGN-ON BONUS!
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Unit 42 (Medicine/Telemetry/Oncology), New Graduate Registered Nurse 1 - Nightshift (7pm-7:30am) with $5,000 SIGN-ON BONUS!
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Unit 38 - Med/Surg/Tele - Registered Nurse 2 - Part Time (7A-7:30P)
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Associate Degree from an accredited School of Nursing required.

P1 Account Executive

Remote, United States

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Job details

Experience: At least 2 years of premium finance experience or comparable commercial property and casualty insurance experience with an agency or intermediary.
Posting language: English
Posted: Nov 5, 2026

Original job description

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

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More about this job

Skills

Customer service
Communication skills
Relationship building
Sales
Microsoft Office
Attention to detail
Problem solving

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