Assistant Relationship Manager

Wintrust Financial Corporation•Newport Beach, CA

13d•$60,000 - $77,000

About The Position

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 Assistant Relationship Manager will be a primary point of contact for assigned clients. This individual is responsible for the management and monitoring of the relationship ensuring a consistent and positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner. This position will also uncover new opportunities to expand the relationship and present to the Relationship Manager.

Requirements

Associates Degree
0-3 years experience in sales
General computer skills

Responsibilities

Maintain business of assigned agents by visits, phone calls, email or regular mail correspondence.
Attend industry events, and conventions.
Contact with current customers includes analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
Agency education of all aspects of First including on-line quoting, customer service, asset management, processing and all other value add services.
Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for increased sales opportunities.
Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.
Conduct agency PF 101 CE credit classes.
Maintain and update Salesforce records with assigned agents, run reports as requested and communicate weekly activity to management and RM’s as directed.
Coordinate special sales campaigns as directed by Marketing Manager, Regional Sales Managers or EVP of Sales & Marketing
Provide internal assistance to Marketing and collection personnel as needed and keep a watchful eye on any trends or potential frauds or other collection matters.
Take active role to intervene on individual collection problems.
Coordinate and manage sales campaigns.