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Relationship Manager
4 months ago
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 $50 billion in assets.
Why join us?
- An award-winning culture We are rated a Top Workplace by the Chicago Tribune (past 10 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 175+ 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
Job Description Summary
First Insurance Funding is looking for a dynamic Relationship Manager residing in Florida to maintain existing and build new business 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. In addition, you will work with our internal sales and support teams to drive growth. Finally, be a large part of the community building a personal brand a long with our already established professional brand.
What You Will Do
- Develop and maintain profitable new 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 and expand their loan volume.
- 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.
- Establish and 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.
Knowledge/Skills/Background/Experience
- Results based individual that overcomes obstacles with strong deductive reasoning skills
- Minimum 2 years insurance/ financial experience highly preferred
- Ability to interpret financial data is desirable
- Strong organizational and time management skills with excellent verbal and written communication skills
- Based out of Fl, with ability to travel up to 60% 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
- Prior Sales Force experience preferred
- Knowledge of Microsoft Word, Excel and PowerPoint
Benefits
Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance
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From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
