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
• Family-friendly work hours
• With 175+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture

Why join this team?

• We have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility

Job Description Summary

This position works in conjunction with the Client Success Advisors and other members of the organization to oversee & coordinate various department and company-led projects and initiatives. This individual will work across departments as needed to develop, improve, and fulfill new programs that align with any strategic or business vision. This individual will have a strong attention to detail, along with strong problem-solving & critical thinking skills while being flexible and adaptive to shifting priorities & goals/objectives. This position will work closely with other stakeholders on our systems(s) (FIRST InSite & Salesforce as an example) to continue to find ways to automate, streamline, and assist in making it a better user experience for our internal team and external customers. Established SMART goals, develops key performance metrics, and prepares detailed reports for executive stakeholders.

What You’ll Do

• Works with various members of the organization on ensuring detailed plans & deliverables are met for new program or niche business offerings utilizing both Jira and Lucid flow charts for visual aides. As needed, will act as a Project Manager/Supervisor to ensure the deliverables for a successful launch (project or system related) are a success, and will perform a post-launch analysis and compile key performance metrics to understand where to put resources for future state.
• Identifies needed resources for program success and develops a comprehensive plan to identify, assign, allocate needed resources for a smooth rollout/launch of program. This also combines assessing any needed system enhancements and ensuring a comprehensive & detailed business case is presented for prioritization.
• Identify opportunities for continual improvements with niche programs/lines of business along with other departments (G&A, Strategy, Salesforce Project Management, etc).
• Ability to identify potentials risks, and along with other members of the organization, works to eliminate any risks or roadblocks in an effort to promote, push, and continually deliver automated solutions that help our CSA team, sales team, and clients.
• Handles in conjunction with Marketing team members any communication plan, collateral, training materials, etc. that are needed to be distributed to internal/external stakeholders to ensure all parties have the materials and support they need to be successful offering the new/enhanced product.
• Continually becoming an expert on our system current state in an effort to recommend and gameplan initiatives and projects to continue to make it better for our clients and internal team.

Knowledge/Skills/Background/Experience

• 3-5 years of related experience in program/project management
• Good relationship building skills
• Strong attention to detail, along with strong problem-solving & critical thinking skills
• Flexible and adaptability to work with shifting priorities & goals/objectives.

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 is $85,000 - $110,000 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.