Relationship Manager - FIRST

Wintrust Financial Corporation•Northbrook, IL

1d•$75,000 - $90,000

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. What You'll Do Develop and maintain profitable new business by visiting agents, attending industry events, shows, and also seeking out opportunities with 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 and expand their loan volume. Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies. Provide internal assistance to Marketing and Collection personnel as needed and keep a watchful eye on industry trends. Efficient use of travel and entertainment budget and timely submittal of expense reports and Establish and maintain CRM system and communicate weekly activity to management as directed.

Requirements

10 years of experience in insurance industry preferred
C-Suite level negotiation experience preferred
Financial acumen and knowledge
Bachelor's degree
Travel required

Responsibilities

Develop and maintain profitable new business by visiting agents, attending industry events, shows, and also seeking out opportunities with 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 and expand their loan volume.
Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.
Provide internal assistance to Marketing and Collection personnel as needed and keep a watchful eye on industry trends.
Efficient use of travel and entertainment budget and timely submittal of expense reports and Establish and maintain CRM system and communicate weekly activity to management as directed.