Client Success Advisor II

Location: Hybrid position in Northbrook, Illinois, United States

Estimated hourly compensation: $24.04–$31.25, plus eligibility for an annual bonus.

Company

FIRST Insurance Funding provides premium finance services and agency-focused technology and services as a subsidiary of Wintrust, a financial services company with more than $66 billion in assets.

What you will do

• Analyze agency and program performance using Power BI, Salesforce, FIRST InSite, and SQL-enabled Excel.
• Provide sales and Integrated Solutions teams with client trends and information supporting profitable program retention.
• Support sales and onboarding through proposal creation, client meetings, Salesforce tracking, and setup in FIRST InSite and Seismic.
• Maintain Emailgistics assignment rules and reporting metrics for client inquiries.
• Conduct FIRST InSite quoting, e-Complete activities, product training, and demonstrations.
• Troubleshoot FIRST InSite, Salesforce, Seismic, Power BI, and other company software while managing assigned projects.

Requirements

• 2–4 years of relevant experience.
• Experience with Salesforce and Power BI preferred.
• Associate degree preferred.

Culture & Benefits

• Hybrid work arrangement with opportunities to interact with multiple areas of Wintrust's business.
• Inclusive, ethical workplace focused on accountability, collaboration, high standards, and employee development.
• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) with company match, flexible spending account, employee stock purchase plan, parental leave, and tuition reimbursement.
• Transportation, commuting, banking, and employee assistance benefits.
• Discretionary or incentive bonus eligibility.