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First Insurance Funding Jobs in California (NOW HIRING)

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 ...

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 ...

Account Executive

Newport Beach, CA · On-site

$24 - $33.65/hr

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 ...

Cook 1

Santa Ana, CA · On-site

$21 - $23/hr

Medical Insurance funded up to 91% by Illumination Foundation (Kaiser and Blue Shield), depending on the plan * Dental and Vision Insurance * Life, AD&D and LTD Insurance funded 100% by Illumination ...

Cook 1

Santa Ana, CA · On-site

$21 - $23/hr

Medical Insurance funded up to 91% by Illumination Foundation (Kaiser and Blue Shield), depending on the plan * Dental and Vision Insurance * Life, AD&D and LTD Insurance funded 100% by Illumination ...

Identify liable carrier, filing of claim, collection of funds, and file maintenance. Interact with ... First Insurance Company of Hawaii, Ltd.) is an Equal Opportunity Employer. In order to remain ...

Identify liable carrier, filing of claim, collection of funds, and file maintenance. Interact with ... First Insurance Company of Hawaii, Ltd.) is an Equal Opportunity Employer. In order to remain ...

Funder

Corona, CA

$55K - $65K/yr

... life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a ... After completing 60 days, you will be eligible to enroll in our 401(k) program on the first of the ...

... life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a ... After completing 60 days, you will be eligible to enroll in our 401(k) program on the first of the ...

... life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a ... After completing 60 days, you will be eligible to enroll in our 401(k) program on the first of the ...

Funder

Corona, CA · On-site

$55K - $65K/yr

... life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a ... After completing 60 days, you will be eligible to enroll in our 401(k) program on the first of the ...

Funder

Corona, CA · On-site

$27/hr

... life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a ... After completing 60 days, you will be eligible to enroll in our 401(k) program on the first of the ...

Funder

Corona, CA

$55K - $65K/yr

... life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a ... After completing 60 days, you will be eligible to enroll in our 401(k) program on the first of the ...

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Showing results 1-20

First Insurance Funding information

See California salary details

$24.2K

$57.3K

$114K

How much do first insurance funding jobs pay per year?

As of Jun 9, 2026, the average yearly pay for first insurance funding in California is $57,292.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $68,600.00 per year, depending on experience, location, and employer.

What is the difference between First Insurance Funding vs Insurance Underwriter?

AspectFirst Insurance FundingInsurance Underwriter
CredentialsTypically requires insurance licensing and financial knowledgeRequires insurance licenses, underwriting certifications, and risk assessment skills
Work EnvironmentOffice-based, financial and insurance industry settingOffice or remote, insurance companies or brokerage firms
Industry UsageUsed in insurance funding, premium financing, and financial servicesUsed in evaluating insurance applications, assessing risk, and setting policy terms

First Insurance Funding and Insurance Underwriters both operate within the insurance industry, but their roles differ. First Insurance Funding focuses on providing financial solutions like premium financing, while Insurance Underwriters assess risk to determine policy terms. Understanding these differences helps job seekers and employers identify the right career path or hiring needs within the insurance sector.

What are the key skills and qualifications needed to thrive as an Insurance Funding Specialist, and why are they important?

To thrive as an Insurance Funding Specialist, you need a solid understanding of finance, insurance products, and risk assessment, typically supported by a degree in finance, business, or a related field. Familiarity with loan management software, insurance policy management systems, and regulatory compliance tools is often required. Strong analytical thinking, attention to detail, and effective communication help professionals excel in client interactions and complex documentation tasks. These skills ensure accurate funding processes, regulatory compliance, and high client satisfaction in a competitive financial services environment.

What is First Insurance Funding and what services do they provide?

First Insurance Funding is a leading provider of premium finance solutions for the insurance industry. They work with insurance agents and brokers to offer clients flexible payment options for their insurance premiums, making it easier for businesses and individuals to manage their cash flow. By financing insurance premiums, First Insurance Funding helps clients avoid large upfront payments and instead pay over time, which can be especially beneficial for managing budgets and maintaining coverage. Their services cover a wide range of commercial, personal, and specialty insurance lines.

How does a role at First Insurance Funding typically interact with brokers and clients during the premium financing process?

At First Insurance Funding, team members regularly collaborate with insurance brokers and clients to facilitate premium finance agreements. You’ll be expected to provide clear communication, answer questions about payment plans, and ensure all documentation is accurate and compliant with regulations. Building strong relationships with brokers is essential, as they rely on your expertise to deliver seamless financing solutions to their clients. Attention to detail and responsiveness are key for success in this fast-paced, client-focused environment.
What are popular job titles related to First Insurance Funding jobs in California? For First Insurance Funding jobs in California, the most frequently searched job titles are:
What job categories do people searching First Insurance Funding jobs in California look for? The top searched job categories for First Insurance Funding jobs in California are:
What cities in California are hiring for First Insurance Funding jobs? Cities in California with the most First Insurance Funding job openings:
Infographic showing various First Insurance Funding job openings in California as of May 2026, with employment types broken down into 57% Full Time, 34% Part Time, and 9% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $57,292 per year, or $27.5 per hour.
Associate Account Executive

Associate Account Executive

Wintrust

Newport Beach, CA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 10 days ago


Wintrust rating

8.0

Company rating: 8.0 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

54th of 141 rated banks


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.

Why join us?

  • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ 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.

Knowledge/Skills/Background

  • Minimum 1yearexperience in financial services, bank operations, wires or similar position

  • High School 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 estimatedhourly ratefor this role is $20.20-$26.45, along with eligibility to earn a quarterly incentive bonus. Actualpayrate may vary based on several factors, such as a candidate's qualifications, skills and experience.

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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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