Sales Support Administrator - FIRST

First Insurance Funding Corp-posted 5 months ago

Wilmette, IL

Funds, Trusts, and Other Financial Vehicles

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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.

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.
Develops relationship 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 requests, solving complex issues, serving as the internal go-to for our most significant agency relationships.
Responsible for tracking and analyzing action items from all departments to ensure consistency.
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.
Generates profitability proposals and manages customizing requests of marketing materials in preparation for program calls.
Works with department management and outside sales to analyze and vet programs through profit modeling to optimize program performance, asset quality, and profit.
Coordinates Business Strategy, project management development, testing of system customizations, new products, and escalation of system bugs from internal team and Third Party Programs.
Oversees documentation and ongoing monitoring of assets and client portfolio.
Completes requested premium finance quotes and adheres to credit/underwriting term/pricing procedures & guidelines.
Contributes to the positive and team-oriented culture by maintaining cooperative relationships and facilitating the resolution of conflicts.
Develops and maintains strong client relationships with internal and external clients through superior service.
Accepts inbound emails and phone calls from agents and insureds; accepts payments, answers questions, and resolves concerns on Third Party & other program quotes/accounts as needed.
Performs miscellaneous projects as assigned by the Integrated Solutions management team.
Coordinates projects with Integrated Solutions and other departments.
Contributes to department and client meetings and completes project tasks as assigned.

Sales Support experience
Account Management experience
Portfolio Management experience
Relationship Building skills
Knowledge of Financial Services
Knowledge of Insurance Products
Advanced Computer Skills
MS Office Suite skills
Proficiency and experience with Salesforce.com
Experience with Adobe InDesign

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Sales Support Administrator - FIRST

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