Marketing Coordinator

FIRST Insurance Funding

About FIRST:

As one of the largest premium finance companies in the U.S., FIRST Insurance Funding Corp. has built a reputation for superior service, innovation and flexibility.

During the last decade, FIRST has grown from a $300 million finance company to more than a $3 billion finance company. FIRST achieved this growth by being the only finance company that truly understands how to serve independent, middle-market insurance agents and brokers.

FIRST is committed to providing you with the tools you need to build your business. FIRST will develop a custom finance program that not only provides full premium finance services but also offers a package of financial services designed specifically for your agency.

FIRST is a subsidiary of Wintrust Financial Corporation, a $20 billion+ financial services holding company and the fastest growing financial services company in Illinois history.

http://www.firstinsurancefunding.com


Position Details

Marketing Coordinator
Job
Full-time
Office/WFH
100% remote
11/11/2016
Northern Illinois
Northbrook, IL

The Marketing Coordinator is responsible for supporting 7–10 Relationship Managers and at least one Regional Sales Manager within a geographic region and supporting general marketing efforts.

Daily duties/responsibilities include:

  • Providing agency program analysis and approval. 
  • Entering new agencies in FIRST InSite (management system), generating proposals, and providing additional marketing materials in preparation for sales calls. 
  • Conducting Quoting, DocuSign, and various product training and demos. 
  • Coordinating and conducting webinars for internal and external clients. 
  • Assisting with the development and testing of system customizations and new products. 
  • Establishing/approving agency management system integrations and troubleshoots any problems agencies encounter. 
  • Escalates advanced troubleshooting to IT as appropriate. 
  • Preparing & designing collateral materials as required. 
  • Using Salesforce, creating campaigns tied to tradeshows and agency blitzes.

Additionally, the Marketing Coordinator may assist with:

  • Projects as assigned by the Marketing Team Leader/Manager, VP of Sales and Marketing, and/or EVP of Sales and Marketing. 
  • Tradeshow/event planning, preparation, and execution as needed. 
  • Relationship development with Third Party Sales representatives/programs.
  • Coordinating projects with Wintrust Marketing.

Requirements:

The ideal candidate will be able to prioritize and re-prioritize various tasks by importance as well as urgency; will develop strong relationships through regular and consistent communication with FIRST Relationship Managers, Regional Sales Managers, and Marketing team members; will engage and participate in bi-monthly team meetings; and will possess a working knowledge of premium finance. Prior experience with and knowledge of agency programs (rates/terms) is preferred.

Candidates must be proficient in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint. Proficiency and experience with Salesforce.com and Adobe InDesign is strongly preferred.

Education and Experience:

  • 1-2 years of premium finance experience OR 1-2 years of marketing experience. 
  • High School Diploma required. 
  • Associates or Bachelors degree preferred.


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