Assistant Relationship Manager

Wintrust•Northbrook, IL

9d•$59,000 - $77,000

About The Position

The Assistant Relationship Manager serves as a primary point of contact for assigned clients and manages and monitors those relationships to ensure a consistent, positive client experience. The role works with the team to ensure commitments are completed and followed through in a timely manner, and identifies opportunities to expand client relationships for presentation to the Relationship Manager. The position supports FIRST Insurance Funding, a premium finance company and subsidiary of Wintrust Financial Corporation.

Requirements

At least 2 years of insurance or financial experience is highly preferred.
Results-oriented approach and ability to overcome obstacles.
Strong deductive reasoning skills.
Ability to travel up to 50% in the assigned territory by vehicle and/or airline.
Strong financial and sales acumen.
Ability to attend business-related functions during or after normal work hours.
Bachelor’s degree preferred or equivalent.
Prior Salesforce experience preferred.

Nice To Haves

Bachelor’s degree or equivalent.
Prior Salesforce experience.
Insurance or financial experience.

Responsibilities

Maintain business with assigned agents through visits, phone calls, email, and regular mail correspondence.
Attend industry events and conventions.
Analyze current customers’ needs, identify problems, and provide solutions to retain and expand loan volume.
Educate agencies on FIRST services, including online quoting, customer service, asset management, processing, and other value-added services.
Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for increased sales opportunities.
Communicate with the sales team to maximize new sales opportunities and monitor processing problems and operational efficiencies.
Conduct agency PF 101 continuing education credit classes.
Maintain and update Salesforce records for assigned agents, run reports as requested, and communicate weekly activity to management and Relationship Managers as directed.
Coordinate special sales campaigns as directed by the Marketing Manager, Regional Sales Managers, or EVP of Sales & Marketing.
Provide internal assistance to Marketing and collection personnel as needed, and monitor for trends, potential fraud, and collection matters.
Intervene in individual collection problems.
Coordinate and manage sales campaigns.
Travel up to 50% of the time based on business needs.