Jim Kloss
Vice President, Workplace Solutions Sales Director at Wintrust Financial Corporation | Greater Chicago Area
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As Vice President and Workplace Solutions Sales Director at Wintrust Financial Corporation, Jim Kloss leverages over 20 years of extensive experience in the financial services and healthcare sectors to drive innovative solutions in employee spending accounts. His current focus is on launching a modern spending account offering that not only enhances the benefits landscape for clients but also addresses the complexities of employee health and wellness. With a deep understanding of Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Lifestyle Spending Accounts (LSA), and rewards programs, Jim is adept at crafting tailored strategies that meet the diverse needs of organizations and their employees.
Jim’s passion for building relationships is evident in his approach to stakeholder management and client services, where he emphasizes collaboration and open communication. His ability to present complex information in an engaging manner ensures that clients are well-informed and empowered to make decisions that benefit their workforce. Additionally, his expertise in new business development and vendor management allows him to identify and implement solutions that drive customer retention and satisfaction.
Throughout his career, Jim has demonstrated a commitment to innovation, continuously seeking out ways to enhance the employee experience through strategic benefits offerings. His leadership skills and team management capabilities enable him to inspire and guide his team towards achieving shared goals, ultimately contributing to the overall success of Wintrust Financial Corporation in the competitive landscape of healthcare banking and employee benefits.
Vice President, Workplace Solutions Sales Director at Wintrust Financial Corporation in March 2024 to Present
Director of Client Partnerships at First Dollar in April 2022 to April 2024
Director of Health Plan Engagement and Business Development at BenefitWallet in May 2018 to April 2022
Director of Vendor Management at BenefitWallet in April 2016 to May 2018
Senior Manager - Consumerism Product Development at Health Care Service Corporation in May 2013 to April 2016
Director, BenefitWallet Account Management at BenefitWallet in January 2000 to January 2013
Account Manager at Hewitt Associates in January 1995 to January 2000
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Sales Meetings
Presentation Skills
Stakeholder Management
Team Management
New Business Opportunities
Problem Solving
Education/Training
Relationship Building
Advising Clients
Plan Design
Insurance
Project Plans
Subject Matter Experts
Business Relationship Management
Client Services
Contract Negotiation
Mentoring
Customer Retention
Team Leadership
Business Development
Client Relations
Creative Problem Solving
Account Management
Sales
Product Development
Employee Benefits
Sales Process
Pension Administration
CRM
Health Savings Accounts
New Business Development
Vendor Management
Human Resources
Healthcare Banking
Product Management
Leadership
Strategic Planning
Customer Service
Process Improvement
Analysis
Performance Management
Project Management
Management
Health & Welfare Plan Administration
Flexible Spending Accounts
HRA
Healthcare
Incentives
Health Savings Account (hsa)
Customer Relationship Management (CRM)
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Discover more about Wintrust Financial CorporationWhat is Jim Kloss email address?
Email Jim Kloss at [email protected]. This email is the most updated Jim Kloss email found in 2026.
How to contact Jim Kloss?
To contact Jim Kloss send an email to [email protected]. (updated on November 05, 2024)
What company does Jim Kloss work for?
Jim Kloss works for Wintrust Financial Corporation
What is Jim Kloss's role at Wintrust Financial Corporation?
Jim Kloss is Vice President, Workplace Solutions Sales Director
What is Jim Kloss's Phone Number?
Jim Kloss's phone (**) *** *** 337
What industry does Jim Kloss work in?
Jim Kloss works in the Financial Services industry.
Jim Kloss Email Addresses
Jim Kloss Phone Numbers
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