Drive regional premium finance performance by executing enterprise strategy at a best in class level, maximizing regional revenue, embedding financing awareness across local teams, and building ...
Drive regional premium finance performance by executing enterprise strategy at a best in class level, maximizing regional revenue, embedding financing awareness across local teams, and building ...
... premium finance experience, preferably in operations, collections or related discipline or in the property and casualty insurance industry 3. Ability to work independently 4. Excellent written and ...
New
... premium finance experience, preferably in operations, collections or related discipline or in the property and casualty insurance industry 3. Ability to work independently 4. Excellent written and ...
New
The Credit Analyst will be responsible for analyzing, evaluating, new and renewal premium finance loans. Analyzes moderate to complex credit requests including credit and financial information of ...
The Credit Analyst will be responsible for analyzing, evaluating, new and renewal premium finance loans. Analyzes moderate to complex credit requests including credit and financial information of ...
The Credit Analyst will be responsible for analyzing, evaluating, new and renewal premium finance loans. Analyzes moderate to complex credit requests including credit and financial information of ...
The Credit Analyst will be responsible for analyzing, evaluating, new and renewal premium finance loans. Analyzes moderate to complex credit requests including credit and financial information of ...
Provide competitive quoting and underwriting of premium finance loan quotes to retail agents and follow-up to secure quote and renewal opportunities. Ensure quotes given are within scope of corporate ...
Provide competitive quoting and underwriting of premium finance loan quotes to retail agents and follow-up to secure quote and renewal opportunities. Ensure quotes given are within scope of corporate ...
Provide competitive quoting and underwriting of premium finance loan quotes to retail agents and follow-up to secure quote and renewal opportunities. Ensure quotes given are within scope of corporate ...
Provide competitive quoting and underwriting of premium finance loan quotes to retail agents and follow-up to secure quote and renewal opportunities. Ensure quotes given are within scope of corporate ...
In addition to premium financing, you'll also have the opportunity to introduce our digital payment solution, giving insurance agents the tools they need to streamline and simplify the insurance ...
In addition to premium financing, you'll also have the opportunity to introduce our digital payment solution, giving insurance agents the tools they need to streamline and simplify the insurance ...
... premium finance experience, preferably in operations, collections or related discipline or in the property and casualty insurance industry 3. Ability to work independently 4. Excellent written and ...
... premium finance experience, preferably in operations, collections or related discipline or in the property and casualty insurance industry 3. Ability to work independently 4. Excellent written and ...
Account Executive - Insurance Premium Finance SoCal
Westlake Village, CA · On-site +1
$80K - $105K/yr
In addition to premium financing, you'll also have the opportunity to introduce our digital payment solution, giving insurance agents the tools they need to streamline and simplify the insurance ...
Account Executive - Insurance Premium Finance SoCal
Westlake Village, CA · On-site +1
$80K - $105K/yr
In addition to premium financing, you'll also have the opportunity to introduce our digital payment solution, giving insurance agents the tools they need to streamline and simplify the insurance ...
US Premium Finance Intern (Summer/Seasonal)
Norcross, GA · On-site
$16.75 - $21.75/hr
This is a 6-week internship program for university students interested in exploring a career within premium finance. The purpose of this program will be to provide practical knowledge, internal ...
US Premium Finance Intern (Summer/Seasonal)
Norcross, GA · On-site
$16.75 - $21.75/hr
This is a 6-week internship program for university students interested in exploring a career within premium finance. The purpose of this program will be to provide practical knowledge, internal ...
Will protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding, consistent with corporate policy and procedures. Other duties as assigned.
Will protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding, consistent with corporate policy and procedures. Other duties as assigned.
Will protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding, consistent with corporate policy and procedures. Other duties as assigned.
Will protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding, consistent with corporate policy and procedures. Other duties as assigned.
Will protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding, consistent with corporate policy and procedures. Other duties as assigned.
Will protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding, consistent with corporate policy and procedures. Other duties as assigned.
... premium finance experience, preferably in operations, collections or related discipline or in the property and casualty insurance industry 3. Ability to work independently 4. Excellent written and ...
New
... premium finance experience, preferably in operations, collections or related discipline or in the property and casualty insurance industry 3. Ability to work independently 4. Excellent written and ...
New
Will protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding, consistent with corporate policy and procedures. Other duties as assigned.
Will protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding, consistent with corporate policy and procedures. Other duties as assigned.
... in premium finance. * 5+ years of experience in premium finance operations. Academic * Bachelor's degree in finance or a similar field, or minimum of 15 years of direct experience in sales and ...
... in premium finance. * 5+ years of experience in premium finance operations. Academic * Bachelor's degree in finance or a similar field, or minimum of 15 years of direct experience in sales and ...
Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with ...
Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with ...
Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with ...
Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with ...
Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with ...
Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with ...
Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with ...
Bank is searching for an experienced credit professional to join our dedicated Insurance Premium Finance (IPF) Credit Portfolio Management team. The Credit Portfolio Manager partners with ...
Premium Finance information
See salary details
$25K - $35K
0% of jobs
$35K - $45.1K
5% of jobs
$45.1K - $55.1K
4% of jobs
$55.1K - $65.2K
7% of jobs
$65.2K - $75.2K
7% of jobs
$75.6K is the 25th percentile. Wages below this are outliers.
$75.2K - $85.3K
16% of jobs
The median wage is $90.3K / yr.
$85.3K - $95.3K
19% of jobs
$95.3K - $105.4K
14% of jobs
$106.5K is the 75th percentile. Wages above this are outliers.
$105.4K - $115.4K
14% of jobs
$115.4K - $125.5K
9% of jobs
$125.5K - $135.5K
4% of jobs
$25K
$92.6K
$135.5K
How much do premium finance jobs pay per year?
What are the key skills and qualifications needed to thrive in the Premium Finance position, and why are they important?
To thrive in Premium Finance, strong analytical abilities, financial acumen, and an understanding of insurance and lending principles are essential, often supported by a degree in finance, accounting, or business. Familiarity with loan origination software, CRM systems, and regulatory compliance tools is typically required. Excellent communication, attention to detail, and customer service skills set candidates apart in this field. These abilities are crucial to accurately manage complex financing arrangements, build client trust, and ensure compliance within a fast-paced financial services environment.
What are the typical daily responsibilities of someone working in Premium Finance?
Professionals in Premium Finance typically manage client accounts, structure and process insurance premium loans, and coordinate closely with insurance brokers, clients, and lending institutions. Their day-to-day tasks often include performing risk assessments, preparing financing proposals, managing documentation, and ensuring timely payments. They are also responsible for maintaining regulatory compliance and addressing client inquiries or concerns. This role requires a blend of financial savvy, strong organizational skills, and the ability to foster lasting client relationships in a dynamic, deadline-driven setting.
What is a Premium Finance job?
A Premium Finance job involves assisting clients, typically businesses or high-net-worth individuals, in securing financing to pay for insurance premiums. Professionals in this role work with lenders and insurance providers to structure loans that allow policyholders to spread out large premium payments over time. Responsibilities may include underwriting, risk assessment, client relationship management, and ensuring compliance with financial regulations.
Lockton rating
8.1
Based on 13 frontline employees who took The Breakroom Quiz
134th of 261 rated insurance
Job description
Drive regional premium finance performance by executing enterprise strategy at a best in class level, maximizing regional revenue, embedding financing awareness across local teams, and building strong, trusted relationships with premium finance partners to support client growth and differentiation.
The role is responsible for managing the administrative and financial lifecycle of loans used to pay for insurance premiums. This role acts as a critical link between Lockton, underwriters, clients and premium finance companies.
Key Responsibilities
• Operations Management: oversee day-to-day premium financing operations, including planning and organizing contract processing.
• Liaison & Coordination: act as the primary point of contact between Lockton and the Client Account Teams, insurance underwriters and finance companies to ensure contracts are sourced and processed accurately.
• Direct client interaction: ability to interact directly with clients where required.
• Contract Review: verify all financing agreements for accuracy, completeness, and adherence to company standards before approval.
• Relationship Building: maintain and grow relationships with premium finance providers through regular communication.
• Compliance & Risk: ensure all financing activities follow industry regulations and internal policies; stay updated on legal changes affecting premium loans.
• Issue Resolution: identify and resolve discrepancies or issues related to premium payments and financing agreements.
Requirements:
• Education: Bachelor's degree in Finance, Business Administration, or a related field.
• Experience: at least 1 year of experience in insurance, premium financing, or financial services.
• Certifications: preferred certifications include Certified Insurance Service Representative (CISR), Certified Insurance Counselor (CIC), or Certified Risk Manager (CRM).
• Technical Skills: proficiency in financial analysis, risk assessment, and financial software/tools. Microsoft application usage and understanding is a requirement.
• Soft Skills: high attention to detail, Ability to multitask, strong problem-solving abilities, and effective communication skills for dealing with diverse stakeholders.
Awareness & Adoption
Ensure regional client-facing and service teams consistently recognize and position premium finance as part of the overall client solution. Drive adoption through training, playbooks, marketing materials, and ongoing reinforcement so financing becomes embedded in day-to-day behaviors.
Own Regional KPIs
Be accountable for regional performance metrics such as spread income per $1M premium, adoption rates, execution quality, compliance metrics, and client satisfaction-feeding results into enterprise reporting.
Technology & Enablement
Champion the effective use of available technology and tools within the region to improve efficiency, transparency, compliance, and client experience. Support piloting and adoption of enterprise-led innovations where applicable.
Data, Reporting & Insights
Partner with enterprise data, analytics, and finance teams to ensure accurate regional reporting and visibility into premium finance performance. Use insights to drive action, improve results, and inform leadership decisions.
Leadership Profile
• Strong understanding of premium finance structures, economics, compliance requirements, and stakeholder needs.
• Demonstrated ability to balance financial performance with client service and operational realities.
• Influential leader and coach who drives adoption and cultural change without direct enterprise authority.
• Highly collaborative partner who aligns regional execution with enterprise direction.
• Visible, hands-on leader who can raise performance across multiple offices and teams within a region.
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