Assistant Relationship Manager (Finance)
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.
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 11 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 200+ 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
What You Will Do:
Maintain profitable 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 their loan volume.
Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for sales opportunities.
Communicate with sales team in order to maintain sales opportunities and monitor processing problems and/or operational efficiencies.
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.
Requirements:
Minimum 2 years insurance/ financial experience highly preferred
Results based individual that overcomes obstacles with strong deductive reasoning skills
Ability to travel up to 80% 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
Bachelor's degree preferred or equivalent
Prior Sales Force experience preferred
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
Compensation
The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience
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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 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.
