Sales Support Specialist (Hybrid - Northbrook, IL)

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 $50 billion in assets.
Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 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

What You'll Do
Daily duties/responsibilities include:

• Providing agency program analysis, reporting, approval
• Entering new agencies in FIRST InSite (our account management system)
• Generating proposals and customizing marketing materials in preparation for sales calls
• Conducting Quoting, DocuSign, and various product training and demos
• Coordinating and conducting webinars for internal and external clients
• Assisting with the development and testing of system customizations and new products
• Establishing/approving agency management system integrations and troubleshoots any problems agencies encounter (escalates advanced troubleshooting to IT as needed)
• Using Salesforce, creating email campaigns
• Researching leads and contributing to lead generation efforts
• Onboarding new clients and ensuring they have everything they need to successfully utilizes our products and services

Additionally, the Client Success Advisor may assist with:

• Marketing strategy and execution of marketing campaigns for regional sales representatives and manager
• Projects as assigned by the Marketing Team Leader/Manager, VP of Sales and Marketing, VP of Marketing and/or EVP of Sales and Marketing
• Relationship development with third party sales representatives/programs/partners
• Coordinating projects with FIRST Marketing and other departments
• Contribute to weekly team meetings

Ideal candidate possesses the following strengths:

• Ability prioritize and re-prioritize various tasks by importance as well as urgency
• Excellent communication skills
• Develop strong relationships with internal and external clients
• Detail-oriented with proven initiative and follow up

Qualifications

• High School Diploma required.
• Associates or Bachelor's degree preferred.
• Minimum 1 year of experience in premium finance, marketing, account/client service management, or sales support
• Must be proficient in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
• Proficiency and experience with Salesforce.com and Adobe InDesign is strongly 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
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 be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.