What are the responsibilities and job description for the Relationship Manager - FIRST position at Wintrust Financial Corporation?
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
Medical Insurance
The estimated base salary range for this role is $75,000-$90,000, along with eligibility to earn commission. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
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.
- 10 years of experience in insurance industry preferred
- C-Suite level negotiation experience preferred
- Financial acumen and knowledge
- Bachelor's degree
- Travel required
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
The estimated base salary range for this role is $75,000-$90,000, along with eligibility to earn commission. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Salary : $75,000 - $90,000