Client Success Advisor II

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.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)

• Competitive pay and discretionary or incentive bonus eligible

• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few

• Promote from within culture

Why join this team?

• This position has the opportunity to interface with and have a positive impact on multiple areas of Wintrust's business
• We hold ourselves accountable to high standards, share wins, operate ethically, and have fun

What you will be doing:

• Provides agency/program analysis as warranted utilizing the various PowerBI, SalesForce, FIRST InSite, Excel enabled SQL. Provide sales team and the Integrated Solutions department with specific client information / trends that can help them to keep programs profitable and retained with FIRST Insurance Funding.
• Provides sales and onboarding support (Proposal creation, attending client meetings, tracking progress in Salesforce, set up in FIRST InSite, Seismic) as well as support and communication to other internal department colleagues as needed.
• Maintains assignment rules in the Emailgistics system to auto-route client inquiries to the Client Success team. Builds and maintains reporting metrics.
• Conducts FIRST InSite quoting, e-Complete, and various product training and demos.
• Utilizes critical thinking to assist in troubleshooting in the following areas; FIRST InSite, SalesForce, Siesmic, PowerBI, and other company used software.
• Manage, administers, and oversees various projects as assigned by their manager

Qualifications:

• 2-4 years of relevant experience
• Associates degree preferred
• Experience with Salesforce and Power BI preferred

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

Compensation

The estimated hourly range for this role is $24.04 - $31.25, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

About Us

Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here

Click here for Equal Opportunities.