Sales Support Administrator - FIRST

Wintrust Financial Corporation-posted 5 months ago
Northbrook, IL
5,001-10,000 employees
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

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 provide client facing or web-based training to agents on any product or service offered by FIRST.
  • Onboard new clients and ensure they have everything necessary to successfully utilize our products and services, including demos/training for e-Complete.
  • Develop relationships with Third Party Sales representatives and program business and increase client business by identifying cross-selling opportunities in lending and deposits.
  • Act as first point of contact for escalated nonroutine requests, solving complex issues, serving as the internal go-to for our most significant agency relationships.
  • Track and analyze action items from all departments to ensure consistency.
  • Provide agency program quality marketing analytics data, query building/custom reporting, and program request approvals for our Third Party clients.
  • Generate profitability proposals and manage customizing requests of marketing materials in preparation for program calls.
  • Coordinate Business Strategy, project management development, testing of system customizations, new products, and escalation of system bugs from internal team and Third Party Programs.
  • Oversee documentation and ongoing monitoring of assets and client portfolio.
  • Complete requested premium finance quotes and adhere to credit/underwriting term/pricing procedures & guidelines.
  • Contribute to the positive and team-oriented culture by maintaining cooperative relationships and facilitating the resolution of conflicts.
  • Develop and maintain 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.
  • Perform miscellaneous projects as assigned by the Integrated Solutions management team.
  • 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 and Adobe InDesign
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Resume Examples
•
Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service