Client Success Advisor II

Wintrust • Rosemont, IL

1d

About The Position

FIRST Insurance Funding, a subsidiary of Wintrust, is hiring a Client Success Advisor II to support agency and program analysis, sales and onboarding, client communications, reporting, training, troubleshooting, and project administration. The role provides information and operational support to the sales team, the Integrated Solutions department, and other internal colleagues to help keep programs profitable and retained. It uses company and business software to analyze client information, support client setup, route inquiries, and build reporting metrics.

Requirements

• 2–4 years of relevant experience.

Nice To Haves

• Associate degree preferred.
• Experience with Salesforce preferred.
• Experience with Power BI preferred.

Responsibilities

• Analyze agencies and programs using PowerBI, Salesforce, FIRST InSite, and Excel-enabled SQL.
• Provide the sales team and Integrated Solutions department with client information and trends to help maintain profitable programs and client retention.
• Support sales and onboarding by creating proposals, attending client meetings, tracking progress in Salesforce, and setting up clients in FIRST InSite and Seismic.
• Provide support and communication to colleagues in other internal departments as needed.
• Maintain assignment rules in the Emailgistics system to automatically route client inquiries to the Client Success team.
• Build and maintain reporting metrics.
• Conduct FIRST InSite quoting, e-Complete, and product training and demonstrations.
• Troubleshoot FIRST InSite, Salesforce, Seismic, PowerBI, and other company software using critical thinking.
• Manage, administer, and oversee projects assigned by the manager.

Benefits

• Medical, dental, vision, and life insurance.
• Accidental death and dismemberment insurance.
• 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 with a 5% discount.
• Critical illness insurance.
• Accident insurance.
• Transportation and commuting benefits.
• Banking benefits.
• Pet insurance.
• Tuition reimbursement.
• Eligibility to earn an annual bonus.
• Discretionary or incentive bonus eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree