Assistant Relationship Manager - Newport Beach, CA

Wintrust Financial Corporation•Newport Beach, CA

23h•$59,000 - $77,000•Onsite

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. First Insurance Funding is looking for a dynamic Assistant Relationship Manager in Newport Beach, CA to maintain existing relationships with the leadership of insurance related organizations. Our goal is to deliver financial solutions through premium finance and other lending needs for small, medium, regional and national insurance firms. A mastery of our industry, technology and financial solutions are the keys to your success. Finally, be a large part of the community building a personal brand a long with our already established professional brand.

Requirements

Minimum 2 years insurance/ financial experience highly preferred
Results based individual that overcomes obstacles with strong deductive reasoning skills
Ability to interpret financial data is desirable
Strong organizational and time management skills
Excellent verbal and written communication skills
Ability to travel up to 80% in assigned territory by vehicle and/or airline
Strong financial and sales acumen
Ability to attend business related functions during or after normal work hours

Nice To Haves

Bachelor's degree preferred
Prior Sales Force experience preferred
Knowledge of Microsoft Word, Excel and PowerPoint

Responsibilities

Maintain profitable business by visiting agents, companies and/or general agents of quality and acceptability in accordance with FIRST guidelines.
Maintain contact with current customers by analyzing their needs, identifying problems and providing solutions in order to retain their loan volume.
Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for sales opportunities.
Communicate with sales team in order to maintain sales opportunities and monitor processing problems and/or operational efficiencies.
Maintain contact management system and communicate weekly activity to management as directed.
Provide internal assistance to Marketing and Asset Management personnel as needed.
Monitor local insurance trends and competitive developments and report to management as needed.
Uses creativity and good judgment to provide the client with the best possible program while minimizing the risk to FIRST.