Associate Account Executive

Posted 23 Days Ago
Be an Early Applicant
Newport Beach, CA, USA
In-Office
20-26 Hourly
Junior
Fintech • Information Technology • Marketing Tech • Financial Services
Committed to being an employer of choice through strong principles, shared values, and distinctive culture.
The Role
Assist Account Executives in Inside Sales by preparing loan agreements, underwriting quotes, managing inbound calls, and following up on quotes.
Summary Generated by Built In

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

What You’ll Do

  • 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.

Knowledge/Skills/Background

  • 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

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 $20.20-$26.45, 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.

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#LI-LR1

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

  • 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
  • Organized with ability to multi-task

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Rosemont, IL
5,284 Employees
Year Founded: 1991

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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