Account Executive 1 - New York, NY

Wintrust Financial CorporationNew York, NY
$24 - $31Onsite

About The Position

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. We have a culture that encourages an entrepreneurial spirit and offer multiple opportunities for development and upward mobility. This role provides 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.

Requirements

  • 0-3 years of insurance or industry experience.
  • Good interpersonal skills to communicate with clients
  • Attention to detail and excellent follow through
  • General Computer Skills
  • High School Degree or equivalent

Responsibilities

  • Prepare quotes as needed for assigned agents within a given region(s)
  • Approve quotes up to a maximum amount financed of $750,000.
  • 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.

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
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