Account Executive 1 - New York, NY
Wintrust Open · verified Oct 2, 2026 At a glance
Mid-level Account Executive role at Wintrust. New York · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Create quotes and loan agreements for assigned insurance agents across a defined region
- Approve financing requests up to the stated maximum amount and balance risk with profitability
- Handle agents’ incoming calls and email requests with prompt, service-focused responses
- Track portfolio volume and take appropriate steps to protect or increase it
What you bring
- Zero to three years of insurance or related industry experience
- Strong interpersonal ability for communicating with clients and agents
- Careful attention to detail, dependable follow-through, and general computer skills
- A high school diploma or equivalent qualification
Who this fits
This role suits an early-career account executive who can manage agent relationships, make sound quote decisions, and stay organized across calls, emails, and portfolio activity. It is an onsite position in Islandia, New York.
From the employer
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 $66 billion in assets.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ 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
Job Description Summary
Provide outstanding customer service while preparing loan agreements for a portfolio of agents. Use creativity and good judgment to provide the best possible quotes while minimizing risk and maximizing profit to FIRST.
What You’ll Do
Prepare quotes as needed for assigned agents within a given region(s)
Approve quotes up to a maximum amount financed of $750,000.
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.
Monitor volume for assigned agents within the portfolio. Take proactive measures to both protect and grow volume as appropriate.
Qualifications
0-3 years of insurance or industry experience.
Good interpersonal skills to communicate with clients
Attention to detail and excellent follow through
General Computer Skills
High School Degree or equivalent
Onsite position in Islandia, NY
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 - $31.25 along with eligibility to earn a quarterly incentive. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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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