Sales Support Administrator - FIRST

Wintrust Financial • Northbrook, IL

122d

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.

Requirements

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

Responsibilities

• 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.
• 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.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Number of Employees: 5,001-10,000 employees