Wintrust Financial Corporation · 8 hours ago
Senior Customer Service Representative - Northbrook, IL
Northbrook, IL
Full-time
Hybrid
Mid, Senior Level
$20/hr - $26/hr
3+ years expWintrust Financial Corporation is one of the largest premium finance companies in the country, providing full premium finance services and additional services for agencies. The Senior Customer Service Representative will assist customers and agents via various communication methods, analyze transactions, and implement process improvements to enhance productivity and efficiency.
Financial ServicesWealth Management
Responsibilities
Assist customers, agents, carriers, general agents, internal representatives and others via telephone, mail and web chats. Analyze complex transactions, update information, and submits or approves posting corrections as required to resolve issues by exercising good judgement with callers to resolve issues/concerns. Refer unresolved customer grievances to supervisor and/or designated departments for further investigation in order to be resolved
Obtain Payment Return Reports, analyze activity, research and review accounts to determine the appropriate action, update and distribute spreadsheet
Process correspondence from carriers and general agents by verifying information, updating system, identifying discrepancies or forwarding to other departments
Train/conduct side by side training for new hires, assist with questions going forward
Assist management to identify and implement process improvements to help promote productivity, efficiency and effectiveness
Assist with internal help line calls speaking with escalated callers or assisting representatives with questions and/or resolving customer issues that require higher approval level authority
Qualification
Required
3-5 years customer service experience
Ability to work 10:00am to 7:00pm shift
High school diploma or equivalent
Basic computer skills, PC, Microsoft Word/Excel & Internet
Excellent interpersonal skills and the ability to effectively interact with people of all skill levels and diverse backgrounds
Preferred
Prior call center or finance experience
Some college
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
Company
Wintrust Financial Corporation
Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.
5001-10000 employees
H1B Sponsorship
Wintrust Financial Corporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (15)
2023 (19)
2022 (27)
2021 (10)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$683MKey Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO
Leadership Team
Timothy Crane
President and Chief Executive Officer
Recent News
2026-01-22
2026-01-21
Company data provided by crunchbase