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Sales & Marketing Coordinator at Wintrust Financial Corporation in Northbrook, Illinois

Posted in General Business 30+ days ago.

Type: Full-Time





Job Description:

FIRST Insurance Funding, a division of Wintrust Financial, is the largest premium finance company in North America.

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, fun environment for its employees with many team-building events, our annual summer barbeque and holiday party, and many more!

Job Description
The Sales and Marketing Support Coordinator is responsible for supporting 7 - 10 Relationship Managers and at least one Regional Sales Manager within a geographic region and supporting general marketing efforts.
Daily duties/responsibilities include:


  • Providing agency program analysis and approval.

  • Entering new agencies in FIRST InSite (management system), generating proposals, and providing additional marketing materials in preparation for sales calls.

  • Conducting Quoting, DocuSign, and various product training and demos.

  • Coordinating and conducting webinars for internal and external clients.

  • Assisting with the development and testing of system customizations and new products.

  • Establishing/approving agency management system integrations and troubleshoots any problems agencies encounter. Escalates advanced troubleshooting to IT as appropriate.

  • Preparing & designing collateral materials as required.

  • Using Salesforce, creating campaigns tied to tradeshows and agency blitzes.

Additionally, the Marketing Coordinator may assist with:


  • Projects as assigned by the Marketing Team Leader/Manager, VP of Sales and Marketing, and/or EVP of Sales and Marketing.

  • Tradeshow/event planning, preparation, and execution as needed.

  • Relationship development with Third Party Sales representatives/programs.

  • Coordinating projects with Wintrust Marketing

The ideal candidate will be able to prioritize and re-prioritize various tasks by importance as well as urgency; will develop strong relationships through regular and consistent communication with FIRST Relationship Managers, Regional Sales Managers, and Marketing team members; will engage and participate in bi-monthly team meetings; and will possess a working knowledge of premium finance. Prior experience with and knowledge of agency programs (rates/terms) is preferred.


  • High School Diploma required.

  • Associates or Bachelors degree preferred.

  • Minimum 1 year of experience in premium finance experience, account/client service management, or sales support experience

  • Must be proficient in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint

  • Proficiency and experience with Salesforce.com and Adobe InDesign is strongly preferred.

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.