Account Executive 1

Wintrust


Job Location:

Newport Beach, CA - USA

Monthly Salary: $ 24 - 33
Posted on: 4 days ago
Vacancies: 1 Vacancy

Job Summary

As one of the largest premium finance companies in the country FIRST Insurance Funding provides full premium finance services plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs services and technology we offer. This not only helps grow the agents brokers and companies we partner with but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary of Wintrust a financial services company with more than $66 billion in assets.

Provide outstanding customer service while preparing loan agreements for a portfolio of agents. Use creativity and good judgment to provide the best possible quotes while minimizing risk and maximizing profit to FIRST.

What Youll Do

  • Prepare quotes as needed for assigned agents within a given region(s)
  • Approve quotes up to a maximum amount financed of $1000000.
  • Accept inbound phone calls from agents and provide outstanding customer service.
  • Respond and handle all emails in a timely fashion while providing outstanding customer service.
  • Monitor volume for assigned agents within the portfolio. Take proactive measures to both protect and grow volume as appropriate.

Qualifications

  • 2-5 years account executive experience preferred

  • Good verbal and written communication skills including professional phone etiquette

  • Attention to detail and organized

  • Ability to work as part of a team

  • Proficient in Outlook and excel

Benefits

Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance

Compensation

The estimatedhourly ratefor this role is $24.00-$33.65 along with eligibility to earn a quarterly incentive bonus. Actualpayrate may vary based on several factors such as a candidates qualifications skills and experience.

#LI-ONSITE

From our first day in business Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation including community banking and financial services subsidiaries is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex age national origin disability veteran status genetic information and other legally protected categories.


Required Experience:

IC

As one of the largest premium finance companies in the country FIRST Insurance Funding provides full premium finance services plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs services and technology we offer. This not only helps grow t...

About Company

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Wintrust is a financial services company that provides exceptional customer service, while giving back to the things that matter most to our area.

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