at Wintrust Financial Corporation in Northbrook, Illinois, United States
Job Description
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 Assistant Relationship Manager residing in the northeast between NJ, PA, CT and NY or the surrounding area to maintain existing 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. Finally, be a large part of the community building a personal brand a long with our already established professional brand.
What Youll 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.
Knowledge/Skills/Background/Experience
- Minimum 2 years insurance/ financial experience highly preferred
- Ability to interpret financial data is desirable
- Strong organizational and time management skills
- Excellent verbal and written communication skills
- Ability to travel7-10 days per month 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
- Prior...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
