Bank Verification Representative â FIRST
Bank Verification Representative â FIRST
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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 $66 billion in assets.
The Bank Verification Representative at First Insurance Funding is responsible for working task items associated with bank account verifications return mail policy verifications with markets and moderate/document monthly Executive meetings. This role will also support trend analysis in conjunction with the Risk Management Associate and Risk Analyst teams. The task responsibilities will require customer contact follow-up items file documentation strong customer service skills and computer proficiency.
What Youll Do
- Validate policy information with insurance markets to upgrade Risk Ratings in system.
- Investigate trends/patterns within agent portfolios using Trending Agent Review report.
- Complete agent bank account verifications by making outgoing calls w/proper file documentation.
- Provide ongoing support to the Risk Department based on department needs.
- Process market return mail by researching and updating addresses in the system.
- Moderate and Document monthly executive meetings.
Qualifications:
- 0-3 years of experience
- Proficient in Microsoft Office Suite
- Exceptional phone based customer service skills required
- Prior experience with verification or insurance a plus
- Ability to capture key information and write clear and concise summaries
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 hourly rate for this role is $17.30 - $22.60 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors such as a candidates 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 build a company that reflects the communities we serve we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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 sex age national origin disability veteran status genetic information and other legally protected categories.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
