Insurance Portfolio Manager

6 days ago


Northbrook, Ohio, United States Wintrust Financial Full time
Overview

Wintrust Financial, a leading premium finance company, offers a unique blend of services and technology to help agencies grow. With a strong focus on incentive programs and innovative solutions, we strive to provide exceptional value to our partners.

Compensation Package

The estimated annual salary for this position is $55,000 - $70,000, depending on experience and qualifications. In addition to competitive pay, employees enjoy a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k) with a generous company match.

Job Responsibilities
  • Assist Program Managers in managing portfolios of insurance agents, brokers, and carriers, ensuring excellent customer service.
  • Prepare premium finance quotes and adhere to credit/underwriting term/pricing procedures & guidelines.
  • Analyze and vet Program Managers' service and coverage needs, working closely with department management.
Requirements

To be successful in this role, you will need:

  • 1-3 years of experience in Account Management, Portfolio Management, Relationship Building, or a related field.
  • Knowledge of Insurance Products or a related field (preferred).
  • Availability to work standard business hours.
Benefits

At Wintrust Financial, we offer a range of benefits to support your well-being and career growth, including:

  • Medical, dental, and vision insurance.
  • Life insurance and accidental death and dismemberment coverage.
  • Short-term and long-term disability insurance.
  • Parental leave and employee assistance program.
  • Traditional and Roth 401(k) with company match.
  • Flexible spending account and employee stock purchase plan.
  • Critical illness insurance and accident insurance.
  • Transportation and commuting benefits.
  • Pet insurance.


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