Bank Verification Representative – FIRST

Wintrust Financial Corporation•Northbrook, IL

19d•$36,000 - $47,000•Hybrid

About The Position

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. The Bank Verification Representative at First Insurance Funding is responsible for working task items associated with bank account verifications, return mail, policy verifications with markets, and moderate/document monthly Executive meetings. This role will also support trend analysis in conjunction with the Risk Management Associate and Risk Analyst teams. The task responsibilities will require customer contact, follow-up items, file documentation, strong customer service skills and computer proficiency.

Requirements

0-3 years of experience
Proficient in Microsoft Office Suite
Exceptional phone based customer service skills required
Ability to capture key information and write clear and concise summaries

Nice To Haves

Prior experience with verification or insurance a plus

Responsibilities

Validate policy information with insurance markets to upgrade Risk Ratings in system.
Investigate trends/patterns within agent portfolios using Trending Agent Review report.
Complete agent bank account verifications by making outgoing calls w/proper file documentation.
Provide ongoing support to the Risk Department based on department needs.
Process market return mail by researching and updating addresses in the system.
Moderate and Document monthly executive meetings.