Risk Management Associate (Finance)
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 $62 billion in assets.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ 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
The Risk Management Associate is responsible for working task items associated with weekly, monthly, and quarterly reports assigned by the Risk Management Team Lead. The task responsibilities will require customer contact, funding verifications, follow-up items, file documentation, strong customer service skills and computer proficiency. The associate will play an important role within the Risk Department by proving constant support to our Risk Analyst group.
What You'll Do
- Oversee the task completion of multiple assigned reports that are run on a weekly, monthly and quarterly basis.
- Report assigned task findings in a timely fashion to the Risk Management Team Lead.
- Conduct outgoing calls to customers to validate/verify information
- Verify information with Insurance markets pertaining to policy details
- Engage in continuous dialogue with internal stake holders in regards to any non-technical items requiring follow-up action.
- Make updates to electronic file documents as directed by members of the Risk leadership team.
- Provide continuous feedback to leadership on findings requiring further review.
Knowledge/Skills/Background/Experience
- 1-2 years customer service experience
- Service-oriented mindset, good interpersonal skills, proven ability to demonstrate excellent telephone customer skills
- Resourceful and well-organized, accountable for accuracy and timeliness of work product
- Exhibit proactive teamwork and ability to work in a fast-paced environment
- Knowledge of Microsoft Word and Excel
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 rate for this role is $20.19 - $24.00 along with eligibility to earn an annual bonus. Actual pay rate 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 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.
