Wintrust Financial Corporation - Northbrook, IL

posted 3 months ago

Full-time - Mid Level
Northbrook, IL
11-50 employees
Credit Intermediation and Related Activities

About the position

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. This position works in conjunction with the Client Success Advisors and other members of the organization to oversee and coordinate various department and company-led projects and initiatives. The Program & Implementation Manager will work across departments as needed to develop, improve, and fulfill new programs that align with any strategic or business vision. This position will work closely with other stakeholders on our systems (such as FIRST InSite & Salesforce) to continue to find ways to automate, streamline, and assist in making it a better user experience for our internal team and external customers. The role involves establishing SMART goals, developing key performance metrics, and preparing detailed reports for executive stakeholders. The Program & Implementation Manager will ensure that detailed plans and deliverables are met for new programs or niche business offerings, identify needed resources for program success, and develop a comprehensive plan to allocate those resources for a smooth rollout or launch of the program. Additionally, the manager will identify opportunities for continual improvements with niche programs and lines of business, handle communication plans and training materials with the marketing team, and continually become an expert on the current state of our systems to recommend initiatives and projects that enhance the experience for clients and the internal team.

Responsibilities

  • Oversee and coordinate various department and company-led projects and initiatives.
  • Work with Client Success Advisors and other members of the organization to ensure detailed plans and deliverables are met for new programs.
  • Identify needed resources for program success and develop a comprehensive plan for resource allocation.
  • Identify opportunities for continual improvements with niche programs and lines of business.
  • Handle communication plans, collateral, and training materials needed for internal and external stakeholders.
  • Become an expert on current systems to recommend initiatives and projects for improvement.

Requirements

  • 3-5 years of related experience in program/project management.
  • Good relationship building skills.
  • Strong attention to detail, along with strong problem-solving and critical thinking skills.
  • Flexibility and adaptability to work with shifting priorities and goals.

Nice-to-haves

  • Experience with Salesforce or similar CRM systems.
  • Familiarity with project management tools and methodologies.

Benefits

  • 401(k) matching
  • AD&D insurance
  • Commuter assistance
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Employee stock purchase plan
  • Medical Insurance
  • Vision insurance
  • Life insurance
  • Short-term and long-term Disability Insurance
  • Parental Leave
  • Flexible Spending Account (FSA)
  • Critical Illness Insurance
  • Accident Insurance
  • Transportation and Commuting Benefits
  • Banking Benefits
  • Pet Insurance
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