Associate Account Executive

FIRST Insurance Funding

Base: $20.20-$26.45 ph; bonus: eligible for quarte...
Hybrid
Minimum 1 year financial services experience
Strong written and verbal communication skills
Ability to work in a fast-paced environment
FIRST Insurance Funding is seeking an Associate Account Executive to support Inside Sales by preparing loan agreements, underwriting quotes, and assisting with account management. The company prides itself on its award-winning culture and offers competitive compensation and a comprehensive benefits package

Job Summary

  • FIRST Insurance Funding is a subsidiary of Wintrust, offering full premium finance services and technology to grow partner agencies.
  • The role involves approving and underwriting quotes up to $750,000 while acting as the primary Account Executive when needed.
  • Employees enjoy an award-winning culture with competitive pay, discretionary bonuses, and comprehensive benefits including a generous 401k match.

Matching Summary

Match Score: 85

FIRST Insurance Funding is seeking an Associate Account Executive to support Inside Sales by preparing loan agreements, underwriting quotes, and assisting with account management. The company prides itself on its award-winning culture and offers competitive compensation and a comprehensive benefits package.

Salary

Base: $20.20-$26.45 per hour; Bonus: Eligible for quarterly incentive bonus; Benefits: Medical, dental, vision, life, 401k with match, tuition reimbursement

Skills & Requirements

Must-have

  • Minimum 1 year financial services experience
  • Strong written and verbal communication skills
  • Ability to work in a fast-paced environment

Nice-to-have

  • Entrepreneurial spirit
  • Team collaboration abilities
  • Organized multi-tasking skills

Key Requirements

  • High School Degree or equivalent
  • Minimum 1 year experience in financial services
  • Basic computer skills including MS Word and Excel

Work Rights

Not specified

Tailored Resume

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