Associate Relationship Manager

Wintrust•Northbrook, CA

17d•$90,000 - $120,000

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 Associate 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

3+ Years of Experience in Customer Service, Marketing or Sales Role
Advanced Computer Skills
Ability to Travel as Needed

Nice To Haves

Bachelor's Degree Preferred

Responsibilities

Provide expert level of service to 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.
Maintain an exemplary understanding of all aspects of First Insurance Funding including on-line quoting; Customer Service, Asset Management, Cash Processing, and all other value add services to provide solutions to clients.
Leverage a consultative approach in which you will 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 Continuing Education 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.