Account Executive I - 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 $50 billion in assets.

Why join us?

• 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 mobility

What 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.

• Perform all responsibilities with outstanding customer service.

Knowledge/Skills/Background

• 2-5 years account executive experience preferred


• Good verbal and written communication skills


• Attention to detail


• Dependability


• Organizational ability


• Accountability


• Interpersonal skills


• Ability to work as part of a team


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

Education

• Required: High school diploma


• Preferred: Associates or Bachelors Degree in business or finance

Experience

• 2-3 years of customer service experience (High School degree) OR


• 1-2 years of customer service experience (Associates degree) OR


• 0-1 years of customer service experience (Bachelor’s degree)

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

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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.