Integrated Solutions Supervisor

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.

The Integrated Solutions Supervisor, is responsible for managing a team of Program Managers which service and process loans for non-traditional premium finance programs, such as Third Party, Carrier/GA and Captive programs.

What You'll Do

General Leadership/Management Responsibilities and Expectations:

• Expected to partner with Senior Management to facilitate and lead team toward team, department, and/or company goals.
• Attend intracompany meetings to represent Integrated Solution’s interest, provide updates or relay information back to the team/department.
• Monitor & assess team workload needs; ensure that resources are available to the team to effectively meet service expectations and provide quality work product.
• Recommend changes to procedure or system functionality that meet policy requirements and improve efficiency.
• Review and assess reports of system inconsistencies (bugs) and communicate required changes to Business Analysts and/or other appropriate IT staff.
• Perform User Acceptance Testing on assigned enhancements and create SDLC documentation, as required.  Communicate impact of changes to team members and facilitate training, as needed.
• Accept inbound phone calls and emails from agents and provide outstanding customer service; maintain awareness and address issues pertaining to team’s ACD participation.
• Manage the cross-training process and operate as a back up to team members when necessary.
• Willingness to adjust work hours due to business needs.
• Facilitate training of new employees and existing when new programs, technology or procedures are introduced.
• Maintain staff timekeeping records & approve time off requests.
• Follow up on Compliance training completion.
• Facilitate coaching plans & meetings aimed at staff development and/or performance improvement.

Accountability:

• Demonstrated problem solving skills and ability to be resourceful; an acumen for leading towards a resolution within assigned scope of authority.
• Effectively and appropriately handle all escalated problem quotes/accounts/personal/relationships for the assigned region and the team.
• Demonstrated ability to manage time effectively and execute assigned deliverables within approved timeframes.
• Provides outstanding and consistent customer service to internal and external partners.
• Ensure accuracy of miscellaneous reporting; write queries and/or determine query criteria to accommodate client and/or department reporting needs.
• Write and/or review program instructions for consistency with program workflow, terms, and pricing details as agreed upon or determined by the program agreement.
• Excel in premium finance underwriting and review of financial statements; ability to identify potential risks and/or trends associated with a portfolio, not solely by individual deals.
• Prepare and approve quotes as needed for assigned agents within a given region(s) and the team. Uphold specific service requirements based on program needs. Monitor payment activity as required.

Reporting & Projects as needed, including but not limited to:

• Participate in Program Optimization Planning
• Production Analysis
• Quote Follow Up
• Budget Tracking

Qualifications

• Strong team management & developing skills
• Proficiency in data analysis
• Excellent communication & Interpersonal Skills: Strong verbal and written abilities for client negotiations and team coaching.
• Proficiency in CRM & Technology: Experience with tools like Salesforce or similar sales automation software.
• Excellent problem-solving & time management skills: Ability to handle high-stress situations, resolve conflicts, and meet deadlines.

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 • Cr