Account Executive

As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services and additional services built specifically for agencies. The company prides itself on a variety of incentive programs, services, and technology that help grow agents, brokers, and partner companies so they can better serve their clients.
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.
Provide a lightweight business financial review.
Work with Credit Underwriting on approval of deals over $200,000.
Accept inbound phone calls from agents and provide outstanding customer service.
Respond to 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.
Answer general inquiries, or route requests to the appropriate department 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 (e.g., new business opportunities, persistent challenges, competition) 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.
Requirements 2‑5 years of account executive experience preferred.
Good verbal and written communication skills, including professional phone etiquette.
Attention to detail and organization.
Ability to work as part of a team.
Proficiency 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 may vary based on qualifications, skills, and experience.
Equal Employment Opportunity Statement 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.

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