Associate Account Executive

Wintrust Financial CorporationNorthbrook, IL
$50,000 - $65,000Hybrid

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.

Requirements

  • Minimum 1 year experience in financial services, bank operations, wires or similar position
  • Bachelor degree or equivalent
  • Strong written and verbal communication skills
  • Excellent attention to detail
  • Punctuality and timeliness
  • Very organized with the ability to multi-task
  • Must be able to work in a fast-paced environment
  • Ability to work as part of a team
  • Basic computer skills including MS Word, MS Excel, Adobe and Internet

Responsibilities

  • 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.

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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