Sales Support Administrator

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.

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 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and annual discretionary 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

Why join this team?

• We are a high performing, collaborative, and diverse team focused on targeting and supporting the market we serve
• We are seeking a critical thinker who’s ready to take on new challenges in support of our stakeholders’ ever-evolving business needs
• Our team is in a unique position that allows us to collaborate with multiple other departments and have exposure to executive management.
• The SW Florida market is highly visible to executive management to support the company's overall growth initiatives.

Position Overview:

The Integrated Solutions Program Support Analyst is responsible for supporting the Integrated Solutions department management team with the sales needs, acquisition, onboarding, and retention of new and existing clients. As well as assist with the design of unique procedures & workflows that supports general business-to-business sales efforts.

What you’ll do:

• Complete Enhancement Request Forms for customization requests from Third Party programs and provides client facing or web-based training to agents on any product or service offered by FIRST.
• Onboards new clients and ensures they have everything necessary to successfully utilize our products and services, including demos/training for e-Complete.
• Relationship development with Third Party Sales representatives and program business and increase client business by identifying cross-selling opportunities in lending and deposits
• Acts as first point of contact for escalated nonroutine request, solving complex issues, serving as the internal go-to for our most significant agency relationships and responsible for tracking and analyzing action items from all departments to ensure everyone remain consistent.
• Uses creativity and good judgment to provide the client with the best possible solutions to their needs while minimizing the risk to FIRST.
• Provides agency program quality marketing analytics data, query building/custom reporting, and program request approvals for our Third-Party clients, while helping to drive and measure Team activity.
• Generates profitability proposals and manage customizing request of marketing materials in preparation for program calls.
• Works with department management and outside sales where applicable to analyze and vet programs through profit modeling in effort to optimize program performance, asset quality and profit.
• Monitors service requests, quotes, and business from assigned programs, for FIRST’s “Fourteen Warning Signs” and concerning trends.
• Coordinates Business Strategy, project management development, testing of system customizations, new products, and escalation of system bugs oddities from internal team and Third-Party Programs.
• Oversee documentations and ongoing monitoring of assets and client portfolio.
• Completes requested premium finance quotes and adheres to credit/underwriting term/pricing procedures & guidelines on FIRSTs most demanding and challenging programs which often require deep underwriting and pricing knowledge and negotiation skills to meet program demands. 
• Contributes to the positive and team-oriented culture by maintaining cooperative relationships (assisting other project teams when necessary), facilitating the resolution of conflicts, sharing information, and accepting and providing feedback.
• Develops and maintains strong client relationships with internal and external clients through superior service.
• Accept inbound emails and phone calls from agents and insureds; accept payments, answer questions, and resolve concerns on Third Party & other program quotes/accounts as needed.
• Performs miscellaneous projects as assigned by the Integrated Solutions management team.
• Coordinating projects with Integrated Solutions and other departments.
• Contribute to department and client meetings and completes project tasks as assigned.

Qualifications:

• 3-5 years’ experience, Sales Support, Account Management, Portfolio Management, Relationship Building, or Financial Services
• Bachelor’s degree in Sales, Finance, or relevant field
• Knowledge of Insurance Products
• Advanced Computer Skills, MS Office Suite skills, proficient and experience with Salesforce.com and Adobe InDesign

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 salary range for this role is $42,000-$55,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.

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.