Wintrust Financial Corporation
Account Executive I
Wintrust Financial Corporation, Northbrook, Illinois, us, 60065
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 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team?
We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityJob Description Summary
The Integrated Solutions Account Executive (Specialist, Third-Party or Carrier & GA Programs) is responsible for managing a portfolio of insurance agents and/or programs.What You’ll Do
Completes requested premium finance quotes and adheres to credit/underwriting procedures & guidelines.Uses creativity and good judgment to provide the client with the best possible solutions to their needs while minimizing the risk to FIRST.Monitor service requests, quotes, and business from assigned agents, for FIRST’s “Fourteen Warning Signs” and concerning trends.Coordinate with program compliance team to improve processes and address servicing needs.Develop and maintains client relationships through superior service.Accept inbound emails and phone calls from agents and insureds; accept payments, answer questions and resolve concerns on Third Party & other Specialty program quotes/accounts as needed.May perform miscellaneous projects for the Specialty Business management team.Knowledge/Skills/Background
Minimum 1 year experience in financial services, bank operations, wires or similar positionStrong written and verbal communication skills with excellent attention to detailVery organized with the ability to multi-taskMust be able to work in a fast-paced environmentAbility to work as part of a teamBasic computer skills including MS Word, MS Excel, Adobe and InternetBenefits
Medical InsuranceDentalVisionLife insuranceAccidental death and dismembermentShort-term and long-term Disability InsuranceParental LeaveEmployee Assistance Program (EAP)Traditional and Roth 401(k) with company matchFlexible Spending Account (FSA)Employee Stock Purchase Plan at 5% discountCritical Illness InsuranceAccident InsuranceTransportation and Commuting BenefitsBanking BenefitsPet InsuranceFrom 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.
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Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team?
We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityJob Description Summary
The Integrated Solutions Account Executive (Specialist, Third-Party or Carrier & GA Programs) is responsible for managing a portfolio of insurance agents and/or programs.What You’ll Do
Completes requested premium finance quotes and adheres to credit/underwriting procedures & guidelines.Uses creativity and good judgment to provide the client with the best possible solutions to their needs while minimizing the risk to FIRST.Monitor service requests, quotes, and business from assigned agents, for FIRST’s “Fourteen Warning Signs” and concerning trends.Coordinate with program compliance team to improve processes and address servicing needs.Develop and maintains client relationships through superior service.Accept inbound emails and phone calls from agents and insureds; accept payments, answer questions and resolve concerns on Third Party & other Specialty program quotes/accounts as needed.May perform miscellaneous projects for the Specialty Business management team.Knowledge/Skills/Background
Minimum 1 year experience in financial services, bank operations, wires or similar positionStrong written and verbal communication skills with excellent attention to detailVery organized with the ability to multi-taskMust be able to work in a fast-paced environmentAbility to work as part of a teamBasic computer skills including MS Word, MS Excel, Adobe and InternetBenefits
Medical InsuranceDentalVisionLife insuranceAccidental death and dismembermentShort-term and long-term Disability InsuranceParental LeaveEmployee Assistance Program (EAP)Traditional and Roth 401(k) with company matchFlexible Spending Account (FSA)Employee Stock Purchase Plan at 5% discountCritical Illness InsuranceAccident InsuranceTransportation and Commuting BenefitsBanking BenefitsPet InsuranceFrom 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.
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