Account Executive - Northbrook, IL.

Wintrust Financial Northbrook , IL 60062

Posted 1 week ago

FIRST Insurance Funding, a divisionof Wintrust Financial, is the largest premium finance company in North America.

A bit about our Company Culture:

FIRST Insurance Funding prides itself in its commitment toservice. Not only do we provide excellent service to our customers, but wefocus on serving our community and coworkers as well. With management's "OpenDoor" policy, every employee has a voice. Everyone helps as FIRSTcontinually improves processes and opens lines of communication.

FIRST provides arelaxed, fun environment for its employees with many team-building events, ourannual summer barbeque and holiday party, and many more!

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 $250,000

  • 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.



Required:High school diploma

Preferred:Associates or Bachelors Degree in business or finance

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 (Bachelors degree)

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, ethnicity, gender, sexual orientation, gender identity, national origin, veteran status, or disability.

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Account Executive - Northbrook, IL.

Wintrust Financial