Associate Program Manager (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 Associate Program Manager is responsible for assisting Program Managers with managing their portfolios of insurance agents, brokers, carriers or intermediary programs (Third-Party, Carrier or GA Programs) and provide excellent customer service to agents.
What You'll Do
- Assist all Program Managers to prepare requested premium finance quotes and adheres to credit/underwriting term/pricing procedures & guidelines on low-touch programs with primarily standard term quote requests.
- Works with department management and Program Managers where applicable to analyze and vet Program Managers service and coverage needs.
- Monitor service needs, quotes, and business from assigned programs, for FIRST's “Fourteen Warning Signs” and concerning trends.
- Coordinate with Program Managers to improve processes and address servicing needs.
- Accept inbound emails and phone calls from all client bases, Agents and Insureds; accept payments, answer questions and resolve concerns on Third Party & other program quotes/accounts as needed.
- Serve as primary back up for all Program Managers. Covers the full scope of servicing in the absence of the Program Manager, including email, phone requests, reporting, and other duties as assigned.
- May perform miscellaneous projects for the Integrated Solutions management team.
- Communicate effectively with: Integrated Solutions personnel, Relationship Managers, CASH Management, Risk, Credit and Marketing departments regarding agency information (such as new business opportunities, persistent challenges, competition, etc.) to provide the best possible terms, rates, and service.
Knowledge/Skills/Background/Experience
- 1-3 years in Account Management, Portfolio Management, Relationship Building, Financial Services or similar field
- Knowledge of Insurance Products or related field (preferred)
- Availability to work 10:00am to -7:00pm
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.
