Account Executive 1

Hinsdale Bank & Trust Company, N.A.

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Newport Beach, CA Until 9/7/2026 2+ years exp H-1B sponsor history First posted July 9, 2026 Last posted July 9, 2026
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 $66 billion in assets.

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 $1,000,000.
  • 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

  • 2-5 years account executive experience preferred

  • Good verbal and written communication skills including professional phone etiquette

  • Attention to detail and organized

  • Ability to work as part of a team

  • Proficient in Outlook and excel

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-$33.65, along with eligibility to earn a quarterly incentive bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience.

#LI-ONSITE

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.

About this role

Summary

Provide customer service, prepare loan quotes, approve loans, monitor agent portfolios.

Job title

Account Executive 1

Experience level

2-5 years

Minimum experience

2+ years exp

Industry

finance

Location requirements

Onsite in Newport Beach, CA

Salary

$58k–$72k

Visa sponsorship

H-1B sponsor history

Management role

No

Skills & keywords

Required skills

communicationoutlookexcel

Preferred skills

None specified

Specializations

customer serviceloan agreementquoting
Locations

Structured locations inferred from the posting.

Newport Beach, CA, USA

On-site City