Associate Account Executive
At a glance
Mid-level Account Executive role at Wintrust. Northbrook · full-time · $50,000–$65,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Prepare loan agreements alongside inside-sales Account Executives
- Review and approve insurance-finance quotes within the stated approval limit
- Handle agents’ inbound calls, gather details, and provide quotes or account help
- Follow up on open quotes and cover an assigned region when an Account Executive is away
What you bring
- At least one year in financial services, bank operations, wire processing, or a comparable role
- A bachelor’s degree or an equivalent qualification
- Clear written and spoken communication, careful attention to detail, and dependable time management
- Strong organization, multitasking ability, teamwork, and comfort in a fast-moving setting
- Basic proficiency with Microsoft Word, Microsoft Excel, Adobe, and internet tools
Who this fits
You’ll suit this role if you enjoy combining phone-based agent support, quote handling, loan documentation, and account coverage. The position is based in Northbrook, United States of America, and pays $50,000 to $65,000 annually with bonus eligibility.
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 8 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 175+ 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
What 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.
Qualifications:
Minimum 1 year experience in financial services, bank operations, wires or similar position
Bachelor degree or equivalent
Strong written and verbal communication skills
Excellent attention to detail
Punctuality and timeliness
Very organized with the ability to multi-task
Must be able to work in a fast-paced environment
Ability to work as part of a team
Basic computer skills including MS Word, MS Excel, Adobe and Internet
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 annual salary range for this role is $50,000 to $65,000 along with eligibility to earn an annual bonus. 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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