Account Executive

Company: Wintrust Financial Corporation
Location: Newport Beach
Posted on: May 27, 2023

Job Description:

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 $50 billion in assets.

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 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 175+ 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 mobilityWhat You'll Do
    • 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
    • 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.
    • Develop and maintain client relations through superior service.Requirements
      • 2-5 years account executive experience preferred
      • Good verbal and written communication skills
      • Attention to detail and organized
      • Dependability and accountable
      • Ability to work as part of a team
      • Basic computer skills including MS Word, MS Excel, and Internet
      • 50-60KMedical 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
        • esponsibilities with outstanding customer service. From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank - and Wisconsin's Bank -, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law. About Us In 1991, we opened one storefront community bank location with one specific goal: to provide an alternative to the big banks that were just beginning to flood the market. We believed- and still do-that people deserve a warm, friendly, honest, and highly responsive banking experience. Today, we're proud to be Chicago's Bank - and Wisconsin's Bank -. We've also grown into a company with a presence across the United States and Canada. We have more than 175 community banks and provide a variety of offerings, including commercial banking, premium financing, mortgage origination, wealth management, and short-term accounts receivable financing, just to name a few. Every bank and group that has joined the Wintrust family along the way has stayed true to that original mission, thanks to our employees who serve as brand champions and live our values. Entrepreneurial, customer-focused, and team-oriented people thrive here at Wintrust. We approach each day intent on making an impact and believe in providing truly distinctive customer service. We're not just in the communities we serve. We're part of them. Wintrust is pleased to provide employees with a total reward that includes: Competitive base pay and bonus opportunities. A wide array of generous benefits. Employee services and programs. Extensive training and development. Time off and community involvement opportunities. Meaningful work focused on serving our customers and improving our communities. Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here

Keywords: Wintrust Financial Corporation, Newport Beach , Account Executive, Other , Newport Beach, California