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.
What You'll Do
- Prepare quotes as needed for assigned agents within a given region(s)
- Approve quotes up to a maximum amount financed of $1,000,000.
- 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.
- Monitor volume for assigned agents within the portfolio. Take proactive measures to both protect and grow volume as appropriate.
Qualifications
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
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
Compensation
The estimated hourly rate for this role is $24.00-$33.65, along with eligibility to earn a quarterly incentive bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience.
#LI-ONSITE
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Skills Required
- 2-5 years account executive experience
- 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
Wintrust Financial Corporation Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wintrust Financial Corporation and has not been reviewed or approved by Wintrust Financial Corporation.
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Affordable Benefits — Employer covers a large share of medical premiums, making health coverage comparatively low cost. Plan options are broad and pair with HSA/FSA choices and wellbeing programs.
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Parental & Family Support — Paid maternity, parental, and adoption leave are structured and fully paid, with backup childcare access through Bright Horizons. Adoption assistance and family support resources further strengthen caregiving support.
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Retirement Support — A 401(k) with a company match and an employee stock purchase plan provide multiple savings and ownership avenues. Match mechanics and plan access are noted features of the total rewards offering.
Wintrust Financial Corporation Insights
What We Do
Wintrust Financial (Wintrust) is a financial services holding company based in Rosemont, Illinois, with $50 billion in assets. Wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination and more.
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