Associate Account Executive
1 month ago
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 $50 billion in assets.
Why join us?
* An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
* Competitive pay and discretionary or incentive bonus eligible
* Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
* Family-friendly work hours
* With 175+ community bank locations, we offer opportunities to grow and develop in your career
* Promote from within culture
Why join this team?
* We have a culture that encourages an entrepreneurial spirit
* We offer multiple opportunities for development and upward mobility
What You'll Do
* Assist all Account Executives in Inside Sales prepare loan agreements.
* Approve and underwrite quotes up to $750,000.
* Accept Inbound phone calls from agents and obtain necessary information to provide a quote and/or assist with general account management inquiries.
* Assist Account Executives with quote follow up.
* When Account Executives are out of the office act as the primary Account Executive for an assigned region.
* Communicate effectively with: Inside Sales personnel, Relationship Managers, and Marketing departments regarding agency information (such as new business opportunities, persistent challenges, competition, etc.) to provide the best possible terms, rates, and service.
Knowledge/Skills/Background
* 1-3 years experience in financial services, bank operations, wires or similar position
* Strong written and verbal communication skills
* Excellent attention to detail, punctuality and timely
* Very organized with the ability to multi-task
* Must be able to work in a fast-paced environment and as part of a team
* Basic computer skills including MS Word, MS Excel, Adobe and Internet
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
#LI-HYBRID
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 be Chicago's Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
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