Assistant Relationship Manager

Wintrust Financial Corporation

3d•$59,000 - $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. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With +200 community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility

Requirements

Minimum 2 years insurance/ financial experience highly preferred
Results based individual that overcomes obstacles with strong deductive reasoning 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
Bachelor's degree preferred or equivalent
Prior Sales Force experience preferred

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.