Account Executive II - Newport Beach, CA at Wintrust Financial Corporation in Newport Beach, California

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 $36 billion in assets.

The Account Executive II is responsible for providing 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 $750,000
• 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
• Perform all responsibilities with outstanding customer service

• High School Diploma or equivalent
• 1-3 years work experience
• Prior Premium Finance experience a plus
• Knowledge of Microsoft Word and Excel a plus
• Solution-driven, service-oriented mindset
• Outstanding interpersonal skills
• Excellent verbal and written communication skills
• Ability to work in a fast-paced environment
• Resourceful, analytical, well-organized and creative
• Ability to work under deadlines
• Accountable for accuracy and timeliness of work product

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

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.  We request applicants refrain from disclosing current or historical compensation information during the recruitment process; any disclosed detail will not be taken into account as applicants are considered for employment.

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