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Account Executive at Wintrust Financial Corporation in Northbrook, Illinois

Posted in General Business 30+ days ago.

Type: Full-Time

Job Description:

FIRST Insurance Funding, a division of Wintrust Financial, is the largest premium finance company in North America.
A bit about our Company Culture:

FIRST Insurance Funding prides itself in its commitment to service. Not only do we provide excellent service to our customers, but we focus on serving our community and coworkers as well. With management's "Open Door" policy, every employee has a voice. Everyone helps as FIRST continually improves processes and opens lines of communication.

FIRST provides a relaxed, fun environment for its employees with many team-building events, our annual summer barbeque and holiday party, and many more!

We are currently hiring an Account Executive in Northbrook.

The Account Executive will 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 $250,000

  • 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.

  • High School Diploma or equivalent

  • Minimum 1 year of customer service experience

  • Excellent verbal and written communication skills

  • Ability to work as part of a team

  • Basic computer skills including MS Word, MS Excel, and Internet

  • Strong organizational skills and good attention to detail

  • Exceptional Interpersonal skills

We provide an engaging, dynamic work environment, an excellent compensation package including 401k, employee stock purchase plan, medical/dental, life insurance and more!

For immediate consideration please apply online and forward your resume to Maria at .

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, citizenship status, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran.