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Risk Management Associate - First Insurance Funding at Wintrust Financial Corporation

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Northbrook, Illinois





Job Description:

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.

Principle Duties and Responsibilities:


  • 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.
  • Monitor the Credit mail box and all associated general requests.
  • 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.
Job Requirements:

  • Associates Degree Preferred
  • 2-3 years customer service experience
  • Service-oriented mindset
  • Resourceful and well-organized
  • Good interpersonal skills
  • Proven ability to demonstrate excellent telephone customer skills
  • Detail Oriented
  • Exhibit proactive teamwork
  • Ability to work in a fast-paced environment
  • Accountable for accuracy and timeliness of work product
  • Knowledge of Microsoft Word and Excel

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 $45 billion in assets.

A bit about our Company Culture:

FIRST Insurance Funding prides itself in its commitment to service. Not only do we provide excellent service to our customers, but we focus on serving our community and coworkers as well. With management's "Open Door" policy, every employee has a voice. Everyone helps as FIRST continually improves processes and opens lines of communication.

FIRST provides a relaxed (blue jeans allowed), fun environment for its employees with many team-building events, our annual summer barbeque and holiday party, and many more!

We offer a competitive salary with a comprehensive benefits package, including medical, dental, 401(k) matching, stock options, tuition reimbursement, gym membership reimbursement, and much more.

No matter whom we're serving... our customers, the community or each other... FIRST excels!

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, citizenship status, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran. We request applicants refrain from disclosing current or historical compensation information during the recruitment process; any disclosed detail will not be taken into account as applicants are considered for employment.





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