Imperial PFS Canada

• Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests • Respond to telephone inquiries from insurance brokers, insurance carriers and insured Customers regarding premium finance accounts • Properly document call conversation on each specific accounts • Contact clients in concerns to arrears and to make suitable repayment options to bring the loan out of delinquency • Work with our clients and brokers to understand the reason for arrears to understand clients financial situation to ensure that cure solutions are suitable for the client • Ensure notes and actions are placed on the account for each client contact • Complete appropriate recommendations for loan losses and write-off • Ensure the maintenance of arrears reports, and the prompt handling of customer correspondence and messages • Qualify and review bad debt accounts to be assigned to 3rd party collections or legal recovery • Maintain a high level of product knowledge in order to provide professional and courteous guidance to clients • Participate in working groups to share feedback on process and workflow improvements to advance the arrears management • Assist brokers with understanding and utilizing our financial products and services • Communicate internally with Sales, Service, and finance as appropriate • Request generation of manual notices in the absence of system-generated notices • Appropriately route requests for research and resolution of account transaction issues • Develop and maintain knowledge of tools used by our Customers, including our website, and available payment options • Effectively communicate the applicable features and benefits and provide training on their usage • Be knowledgeable of IPFS Premiums Best Practices and review procedural changes to ensure compliance with the organizations policies and procedures • Carry out any general task at the request of the management team that may be required by their function

• Responsible for both developing new business and managing existing relationships • Establish new contacts to generate new business opportunities through cold calling, attending industry events, investigating leads, prospecting and closing sales while onboarding and training new Customers • Open and build new relationships with prospective agencies/brokerages located in the assigned territory • Increase unit count, premium and interest margin by optimizing existing relationships and consistently adding new insurance brokers to the IPFS Canada portfolio of active customers • Conduct needs analyses for prospects and Customers using the available tools • Learn and effectively communicate IPFS Canada technology and service offerings to drive conversion and development of relationships • Foster good working relationships with IPFS Canada operations team, including dedicated Account Manager for region