Credit Analyst - #450477

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, our company 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

• Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
• Staying healthy: Our Employee Assistance Program (for when you need confidential support) helps 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.
• Registered Retirement Savings Plan: (RRSP) with matching employer contributions.
• 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, vision, group term life, AD&D, private duty nursing, paramedical services, and much more
  
  

Job Summary

The Credit Analyst role is to use evaluation and administrate quality loan approvals or declines based on IPFS Canada Credit policy. The Credit Analyst will review new loans and renewals deals presented by the sales team and broker agents. The credit analyst will also review new broker applications and carriers’ applications. *The annual compensation range for this position is $63,000 - $84,000 CAD*

Key Responsibilities

• Respond to telephone inquiries from insurance brokers, insurance carriers, and insured Customers regarding premium finance accounts. Properly document call conversation on each specific account.
• Communicate internally with Sales, Collections, Service, and finance as appropriate
• Appropriately route requests for research and resolution of account transaction issues
• Develop and maintain knowledge of tools used by our Customers, Broker including our website, self-serve portal, and available payment options. Effectively communicate the applicable features and benefits and provide training on their usage.
• Assist brokers with understanding and utilizing our financial products and services.
• Generation of manual notices, if requested.
• Forward requests to management to prevent imminent cancellation of policies by analyzing insured payment history and agency production
• Effectively communicate the applicable features and benefits and provide training on their usage
• Take ownership and follow up with Broker and related business functions until situations are resolved to the best of our ability.
• Review procedure documents and highlight if changes are needed
  
  

Required Skills

• Computer proficient in a Windows-based environment
• Strong speaking and written communication skills
• Bilingual (FRENCH and English) optional
• Strong business office knowledge and skills
• Very strong communication and business skills
• Proven problem-solving expertise
• Excellent organization and multi-tasking abilities
• Computer literate
• Ability to quickly learn new systems and procedures
• Exceptional customer service and contact management skills
• Positive attitude, highly motivated, ability to work independently in a team environment
• 1 – 3 years’ experience, preferably in a call center environment
  
  

EDUCATION QUALIFICATIONS : College Graduate