Senior Customer Service Representative - Northbrook, IL at Wintrust Financial Corporation

Northbrook, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

02 May, 26

Salary

26.0

Posted On

01 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Call Center Experience, Finance Experience, Interpersonal Skills, Problem Solving, Process Improvement, Training, Microsoft Word, Microsoft Excel, Data Analysis, Communication, Judgment, Research, Account Management, Attention To Detail, Time Management

Industry

Financial Services

Description

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 $66 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 What You’ll Do Assist customers, agents, carriers, general agents, internal representatives and others via telephone, mail and web chats. Analyze complex transactions, update information, and submits or approves posting corrections as required to resolve issues by exercising good judgement with callers to resolve issues/concerns. Refer unresolved customer grievances to supervisor and/or designated departments for further investigation in order to be resolved. Obtain Payment Return Reports, analyze activity, research and review accounts to determine the appropriate action, update and distribute spreadsheet. Process correspondence from carriers and general agents by verifying information, updating system, identifying discrepancies or forwarding to other departments. Train/conduct side by side training for new hires, assist with questions going forward. Assist management to identify and implement process improvements to help promote productivity, efficiency and effectiveness. Assist with internal help line calls speaking with escalated callers or assisting representatives with questions and/or resolving customer issues that require higher approval level authority. Qualifications 3-5 years customer service experience - ability to work 10:00am to 7:00pm shift Prior call center or finance experience is preferred High school diploma or equivalent, some college preferred Basic computer skills, PC, Microsoft Word/Excel & Internet Excellent interpersonal skills and the ability to effectively interact with people of all skill levels and diverse backgrounds 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 $20.00-$26.00 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. #LI-HYBRID #LI-LR1 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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots. Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here Click here for Equal Opportunities.

Responsibilities

Assist customers and agents via various communication channels while analyzing complex transactions to resolve issues. Train new hires and assist management in identifying process improvements to enhance productivity.