Account Executive
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. 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.
Requirements
- 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
Responsibilities
- Provide superior, top quality customer service while preparing loan agreements for a portfolio of agents.
- Prepare quotes as needed for assigned agents within a given region(s).
- Approve quotes up to a maximum amount financed of $200,000
- Provide lite business financial review
- Work with Credit Underwriting on approval of deals over $200,000
- 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.
- Accept ACD calls from any agent and: obtain information required for a quote, refer such quote requests to the appropriate account executive, or provide the quote to the agent.
- Account executives should also answer any general inquiries, or route questions to the appropriate departments within FIRST for handling.
- Monitor quotes, and business from assigned agents, for FIRST “Fourteen Warning Signs” and concerning trends.
- 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.
- Perform quote follow-up on all new quotes, renewal quotes, and lost quotes from the prior year.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
