Account Executive I — Premium Finance & Agent Growth

Wintrust Financial Corporation; New York (NY); Sur place; USD 33 000 - 43 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental

Vision

Life insurance

401(k) with company match

Tuition reimbursement

Parental Leave

Résumé du poste

FIRST Insurance Funding, a subsidiary of Wintrust, is seeking an onsite quotes specialist in Islandia, NY. You will provide outstanding customer service while preparing loan agreements for a portfolio of agents and work to maximize profits while minimizing risk.

The role involves quoting, approving large quotes, handling calls and emails, and actively monitoring volume to protect and grow business. A HS diploma and up to 3 years in insurance are required.

Qualifications

• 0–3 years of insurance experience or related industry.
• Good interpersonal skills to communicate with clients.
• Attention to detail and excellent follow through.
• General computer skills.
• Onsite position in Islandia, NY.

Responsabilités

• Prepare quotes for assigned agents within a region.
• Approve quotes up to a maximum amount financed of $750,000.
• Handle inbound phone calls from agents and provide outstanding customer service.
• Respond to and manage emails in a timely fashion with quality service.
• Monitor volume for assigned agents and take proactive steps to protect and grow it.

Connaissances

Interpersonal communication

Attention to detail

General computer skills

Formation

High School Diploma or equivalent

Description du poste

FIRST Insurance Funding, a subsidiary of Wintrust, is seeking an onsite quotes specialist in Islandia, NY. You will provide outstanding customer service while preparing loan agreements for a portfolio of agents and work to maximize profits while minimizing risk.

The role involves quoting, approving large quotes, handling calls and emails, and actively monitoring volume to protect and grow business. A HS diploma and up to 3 years in insurance are required.