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Insurance Account Manager

2 months ago


New York, New York, United States Wintrust Financial Full time
Job Description

Job Title: Insurance Account Manager

Job Summary:

We are seeking a highly skilled Insurance Account Manager to join our team at Wintrust Financial. As an Insurance Account Manager, you will be responsible for providing outstanding customer service while preparing loan agreements for a portfolio of agents.

Key Responsibilities:

  • Prepare quotes as needed for assigned agents within a given region(s)
  • Approve quotes up to a maximum amount financed of $750,000
  • Provide outstanding customer service to agents and respond to their inquiries in a timely fashion
  • Monitor volume for assigned agents within the portfolio and take proactive measures to protect and grow volume as appropriate

Requirements:

  • 1-3 years of insurance or industry experience
  • Good interpersonal skills to communicate with clients
  • Attention to detail and excellent follow-through

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

About Us:

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.