Account Executive

Wintrust Financial Corporation•Newport Beach, CA

10d•$24 - $34•Hybrid

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. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ 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

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.