Supervisor Integrated Solutions (Project Management)

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 Supervisor Integrated Solutions is responsible for managing a team of Program Managers which service and process loans for non-traditional premium finance programs, such as Third Party, Carrier/GA and Captive programs.

Leadership/Management Responsibilities

• Partner with Senior Management to facilitate and lead team toward team, department, and/or company goals
• Attend intracompany meetings to represent Integrated Solution's interest, provide updates or relay information back to the team/department
• Monitor & assess team workload needs; ensure that resources are available to team to effectively meet service expectations and provide quality work product
• Recommend changes to procedure or system functionality that meet policy requirements and improve efficiency
• Perform User Acceptance Testing on assigned enhancements and create SDLC documentation, as required.  Communicate impact of changes to team members and facilitate training, as needed.
• Facilitate training of new and existing employees when new programs, technology or procedures are introduced
• Facilitate coaching plans & meetings aimed at staff development and/or performance improvement

Role Responsibilities

• Enter policy information to initiate invoicing process and audit the process for managing invoicing services for multiple clients.
• Review and approve large loans prior to system entry. Approve entry of past due accounts, accounts with low yields, policy verification exceptions and/or any other exceptions outside of standard procedure.
• Prepare and approve quotes as needed for assigned agents within a given region(s) and the team.
• Excel in premium finance underwriting and review of financial statements; ability to identify potential risks and/or trends
• Effectively and appropriately handle all escalated problems
• Provide outstanding and consistent customer service to internal and external partners
• Write and/or review program instructions for consistency with program workflow, terms, and pricing details as agreed upon or determined by the program agreement.

Reporting & Projects as needed, including but not limited to:

• Participate in Program Optimization Planning
• Production Analysis
• Quote Follow Up
• Budget Tracking

Qualifications/Skills

• Knowledge of MS Office, Salesforce, Toad and Power BI
• Strong verbal and written communication
• Resourceful, well-organized and accountable for accuracy and timeliness of work product, excelling in a high-pressure environment
• Excellent customer service skills and ability to build solid relationships, both internal and external
• Ability to analyze payment data, identify trends, and make data-driven decisions.
• Ability to work effectively with others, both within the team and with external stakeholders.

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 salary range for this role $71,000 - $92,000 is 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.

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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.