Client Relationship Manager

1 week ago


Lake Forest, Illinois, United States AFCO Insurance Premium Finance Full time
Position Overview:

The Client Engagement Specialist (CES) plays a crucial role in fostering and nurturing enduring client relationships through the consistent provision of competitive loan products and exceptional service.

Key Responsibilities:
  • Engage with clients to build trust and maintain long-term relationships.
  • Evaluate loan opportunities and underwrite credit risks to deliver competitive loan commitments.
  • Conduct thorough reviews of borrower financial statements and policy illustrations.
  • Collaborate with senior management to drive business volume and manage pending cases.
  • Prepare and submit funding packets for loan activation, ensuring compliance with approval conditions.
  • Monitor portfolio performance and manage collateral positions effectively.
  • Lead regular status calls with portfolio managers to discuss action items.
Essential Qualifications:
  • Associate's degree or equivalent education and training.
  • Proficiency in Microsoft Office and strong organizational skills.
  • Excellent written and verbal communication abilities.
  • Strong mathematical aptitude and ability to travel occasionally.
Preferred Qualifications:
  • Experience in commercial insurance and financial services.
  • Demonstrated success in internal sales and relationship management.
Benefits Overview:

Eligible employees can access a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401k plan. Employees also receive vacation and sick days, along with paid holidays. Additional benefits may be available based on position and division.

AFCO Insurance Premium Finance is committed to fostering a diverse workforce and is an Equal Opportunity Employer.



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