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Client Relationship Manager

2 months ago

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

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

Key Responsibilities:
  • Manage follow-ups on pending cases and upcoming renewals, collaborating closely with Senior Management to enhance business volume.
  • Assess loan opportunities, underwrite credit risks, and deliver actionable loan commitments with attractive rates and terms to Agent/Broker clients.
  • Interpret borrower financial statements and review policy illustrations, ensuring a comprehensive understanding of competitive offerings.
  • Act as the primary contact for clients, building trust and maintaining strong relationships throughout the loan process.
  • Review executed loan documents for compliance with approvals and prepare funding packets for loan activation.
  • Monitor a designated portfolio, including collateral positions and necessary notifications.
  • Co-lead territory portfolio status calls with the Portfolio Manager to discuss accounts requiring attention.
  • Collaborate with senior management and the life premium team on new cases and renewals.
Essential Duties:
  • Oversee quoting, underwriting, and pricing activities, ensuring adherence to pricing grids and maintaining credit standards.
  • Deliver exceptional customer service, ensuring timely provision of term sheets and transaction documents.
  • Develop productive relationships with clients to drive sales for the life premium business unit.
  • Participate actively in Territory Meetings and coordinate customer calls.
  • Ensure compliance with all operational guidelines and manage risk factors effectively.
Qualifications:

Required:

  • Associate's degree or equivalent education and training.
  • Proficiency in Microsoft Office and excellent communication skills.
  • Strong organizational abilities and mathematical aptitude.
  • Willingness to travel occasionally.

Preferred:

  • Experience in commercial insurance and financial services.
  • Demonstrated success in internal sales and relationship management.
Benefits Overview:

Eligible employees may receive a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401k plan. Employees also enjoy vacation days, sick leave, and 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.