Associate Account Executive

Wintrust Financial Corporation • Northbrook, IL

2d • 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. 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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level