Customer Service Team Lead at Wintrust Financial Corporation in Northbrook, Illinois

Job 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 $50 billion in assets.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 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 175+ 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

• Responsible for providing daily guidance and support to customer service representatives




• Completing daily work assignments, answering inquiries, and suggesting changes to improve efficiency and service




• Responsible for training and educating representatives, monitoring work performance and providing feedback. 




• Work closely with the Customer Service Manager to assist with various other functions and duties within the department. Responsibilities:




• Provides daily direction and communication to representatives to ensure that customer service calls are answered in a timely, efficient and knowledgeable manner.




• Prepares various reports and processes daily work such as posting corrections, fee adjustments, and other miscellaneous requests and documentation.




• Assists the department with answering calls, emails, and mail as needed to maintain service levels.




• Trains new hires, provides ongoing education to existing representatives.

Requirements

• 3+ years in managing in a call center environment, and relevant customer service experience and/or finance experience is desired




• Good leadership and communication skills; ability to effectively negotiate & assist employees




• Knowledge of the premium finance industry/call center

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

see below

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 be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. 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, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.