Branch Manager (Project Management)
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 $62 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
What You'll Do
Team Management/Development
Workload analysis to ensure the workload of the team is dispersed appropriately.
Act as point person for items that need guidance and/or escalation, including items coming from our outside sales team related to Inside Sales.
Assist with quoting when needed.
Monitor monthly volume variance and quote follow up for the team.
Train and mentor team members to be able to perform all duties of an Account Executives.
Responsible for communication of feedback, objectives and goals from senior management to the team.
Facilities management
Responsible for making sure the bills of the branch are paid on time.
Work with outside vendors on repairs, cleaning, or upgrades of the branch.
Handle ordering of supplies.
Approvals
Review and approve quotes up to $2,500,000.
Underwrite large loans by utilizing credit reporting tools, and assessing financial statements. Collaborate with Credit team to find solutions on more challenging large loans.
Collaborate with Risk Management to assess the viability of insurance carriers and general agents. Research policy provisions to mitigate unexpected risk.
Knowledge/Skills/Background/Experience
Prior team management experience preferred
Premium finance experience preferred
Experience working in a fast-paced environment
Microsoft Suite proficient, Salesforce a plus
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 $85,000 - $110,000 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
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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.
