Wintrust Financial Corporation
Associate Account Executive
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 8 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 mobilityWhat You’ll Do
Assist all Account Executives in Inside Sales prepare loan agreements.Approve and underwrite quotes up to $750,000.Accept inbound phone calls from agents and obtain necessary information to provide a quote and/or assist with general account management inquiries.Assist Account Executives with quote follow up.When Account Executives are out of the office act as the primary Account Executive for an assigned region.Knowledge/Skills/Background
0-3 years experience in financial services, bank operations, wires or similar positionStrong written and verbal communication skillsExcellent attention to detail, punctuality and timelyVery organized with the ability to multi-taskMust be able to work in a fast-paced environment and 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 8 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 mobilityWhat You’ll Do
Assist all Account Executives in Inside Sales prepare loan agreements.Approve and underwrite quotes up to $750,000.Accept inbound phone calls from agents and obtain necessary information to provide a quote and/or assist with general account management inquiries.Assist Account Executives with quote follow up.When Account Executives are out of the office act as the primary Account Executive for an assigned region.Knowledge/Skills/Background
0-3 years experience in financial services, bank operations, wires or similar positionStrong written and verbal communication skillsExcellent attention to detail, punctuality and timelyVery organized with the ability to multi-taskMust be able to work in a fast-paced environment and 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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