Relationship Manager

Wintrust•Northbrook, IL

6d•$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. The SVP Relationship Manager – Program Business is responsible for driving new program business opportunities (primarily general agents and carriers) and cultivating strategic partnerships with insuretech partners. This position collaborates closely with Business Solutions and Integrated Solutions departments during onboarding processes with a focus on client engagement and client satisfaction. Success in this role requires a deep understanding of the program insurance market and FIRST Insurance’s technology offerings and the ability to navigate complex, long sales cycles.

Requirements

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

Responsibilities

Establish new program business opportunities (Carriers, MGA’s, Program Managers, RRG’s, trade association members, aggregators) through cold calling, investigating leads, prospecting, and closing sales.
Collaborate with Relationship Managers by referring agency leads and receiving program business and insuretech leads
Build and foster relationships with existing clients, proactively identifying issues and ways to grow loan volume and maximize profitability.
Analyze production reports to identify problem areas and target programs for increased sales opportunities.
Work with internal teams to provide assistance where needed, and drive positive client behavior regarding efficiency and program profitability.
Attend industry trade shows and conferences to source new program business and insuretech leads.
Travel to prospect/client headquarters to close deals and strengthen relationships.
Other travel and meetings as directed by EVP.
Implement new lead generation strategies for program business.
Work closely with EVP and Division Presidents to build and maintain a robust pipeline of qualified prospects.
Provide market feedback to operations teams to strengthen FIRST’s product and tech offerings for program business.
Efficient use of travel and entertainment budget and timely submittal of expense reports.
Establish and maintain CRM system and communicate activity on a regular basis to management as directed.