Program Specialist I

Wintrust Financial Corp.Northbrook, IL
29d$17 - $23Hybrid

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 Integrated Solutions Program Specialist I is responsible for processing loan agreements, providing reporting and fulfilling administrative tasks required to service Integrated Solutions programs.

Requirements

  • 0-3 years of work experience
  • Bachelor degree preferred
  • Strong written and verbal communication skills
  • Excellent attention to detail
  • Punctuality and timeliness
  • 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, Outlook and Internet

Nice To Haves

  • Bachelor degree preferred

Responsibilities

  • Efficiently and accurately processes loan agreements for assigned clients within his/her region.
  • Uses creativity and good judgment to provide the client with the best possible solutions to their needs while minimizing the risk to FIRST.
  • Monitor loans submitted, and business from assigned agents, for FIRST's "Fourteen Warning Signs" and concerning trends.
  • May verify customer insurance coverages through discussion with insurance company personnel.
  • May be required to research and manage physical & electronic payments received.
  • Provides reporting to our clients and reviews data to ensure the accuracy of our reporting.
  • Manage department inboxes and provide service reminders to team members
  • Develops and maintains client relations through superior service.
  • Review and submits credit line increases for agents, carriers and MGAs
  • Coordinate with program management team to improve processes and address servicing needs.
  • Accept inbound emails and phone calls from agents and insureds; accept payments, answer questions and resolve concerns on accounts as needed

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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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Number of Employees

5,001-10,000 employees

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