Program Manager I (Project Management)
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 $62 billion in assets.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 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 175+ 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
Job Description Summary
The Integrated Solutions Account Executive (Specialist, Third-Party or Carrier & GA Programs) is responsible for managing a portfolio of insurance agents and/or programs.
What You'll Do
- Completes requested premium finance quotes and adheres to credit/underwriting procedures & guidelines.
- Uses creativity and good judgment to provide the client with the best possible solutions to their needs while minimizing the risk to FIRST.
- Monitor service requests, quotes, and business from assigned agents, for FIRST's “Fourteen Warning Signs” and concerning trends.
- Coordinate with program compliance team to improve processes and address servicing needs.
- Develop and maintains client relationships through superior service.
- Accept inbound emails and phone calls from agents and insureds; accept payments, answer questions and resolve concerns on Third Party & other Specialty program quotes/accounts as needed
- May performs miscellaneous projects for the Specialty Business management team.
Knowledge/Skills/Background
- Minimum 3 year experience in financial services, bank operations, wires or similar position
- Strong written and verbal communication skills with excellent attention to detail
- 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
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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 be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, 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.
