3+ years of relevant experience in finance or insurance
Experience in the insurance industry
Proficient in MS Office, with intermediate Excel skills
Ability to read and interpret financial statements
Creative problem solver with an open-minded approach
Responsibilities
Approve quote requests within designated authority
Participate in assigned departmental roles as needed
Conduct customer visits to strengthen relationships
Attend industry conferences for networking and knowledge
Serve as a beginner-level subject matter expert in key industry areas
Benefits
Medical Insurance
Dental and Vision Insurance
Life Insurance and Accidental Death Coverage
Short-term and Long-term Disability Insurance
Parental Leave
Employee Assistance Program (EAP)
401(k) with company match
Flexible Spending Account (FSA)
Employee Stock Purchase Plan at a discount
Critical Illness and Accident Insurance
Transportation and Commuting Benefits
Banking Benefits
Pet Insurance
Full Job Description
Responsible for analyzing financial data and other credit information for the purpose of approving loan terms and pricing, making recommendations for approval for loans above own authority, being a source of financial and industry knowledge for other employees, and working direct with clients to create customized financing solutions for complex policies and competitive situations.
Essential Responsibilities:
Approving quote requests up to level commiserate with experience.
Participating-in assigned department roles and responsibilities as required.
Making customer visits and attending relevant industry conferences.
Beginner Level Subject Matter Expert on Key Industry
Qualifications:
3+ years of relevant experience
Insurance industry experience
Knowledge of MS Office suite, intermediate Excel skills
Ability to read and interpret financial statements
Creative and open minded problem solver
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 salary range for this role is $98,000 - $132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience., along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
About Wintrust Financial Corporation
Wintrust Financial Corporation is a financial holding company that provides banking and other financial services to individuals and businesses in the Chicago metropolitan area and southern Wisconsin. The company operates through three business segments: community banking, specialty finance, and wealth management. Wintrust offers a range of banking products and services, including checking and savings accounts, loans, mortgages, and credit cards. The company also provides insurance, leasing, and treasury management services. Wintrust has a strong commitment to community involvement and has donated millions of dollars to local charities and non-profit organizations.
