Associate Account Executive

Wintrust•Newport Beach, CA

1d•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. 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
High School 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.