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Account Executive II - Newport Beach, CA at Wintrust Financial Corporation

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Newport Beach, California





Job Description:

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 $45 billion in assets.

Experienced Senior Account Executive to manage a large book of business. Handle and Develop new and on-going agent relationships, produce reports as need, and quote contracts and submit write-ups for approval.

Prepare quotes as needed for assigned agents within a given region(s). Approve quotes up to a maximum amount financed of $250,000 or more. 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. Develop and maintain client relations through superior service. Perform all responsibilities with outstanding customer service.


  • Respond and handle all emails in a timely fashion while providing outstanding customer service.


  • Accept inbound phone calls from agents and provide outstanding customer service.


  • Perform quote follow-up on all new quotes, renewal quotes, and lost quotes from the prior year.


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, citizenship status, 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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