Assistant Relationship Manager

Wintrust Financial Corporation; Northbrook (IL); On-site; USD 59,000 - 77,000; Full time

Benefits offered by this job

Top Workplace award

Bonus eligible

Comprehensive benefits

Family-friendly hours

Grow with 200+ locations

Promote from within

Job summary

FIRST Insurance Funding, a subsidiary of Wintrust, seeks an Association Relationship Manager to serve as the primary contact for assigned agents, manage client relationships, and uncover growth opportunities. You will drive service excellence, oversee online quoting and asset management, and coordinate campaigns with Marketing and Sales leadership.

The role emphasizes travel up to 50%, strong financial and sales acumen, and the ability to attend events and CE classes.

Qualifications

• Minimum 2 years insurance/financial experience highly preferred.
• Willingness to travel up to 50% in assigned territory.
• Strong financial and sales acumen.
• Ability to attend business related functions during or after normal work hours.

Responsibilities

• Maintain business of assigned agents by visits, phone calls, email or regular mail correspondence. Attend industry events, and conventions.
• Contact with current customers includes analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
• Agency education of all aspects of First including on-line quoting, customer service, asset management, processing and all other value add services.
• Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for increased sales opportunities.
• Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.
• Conduct agency PF 101 CE credit classes.
• Maintain and update Salesforce records with assigned agents, run reports as requested and communicate weekly activity to management and RM’s as directed.
• Coordinate special sales campaigns as directed by Marketing Manager, Regional Sales Managers or EVP of Sales & Marketing.
• Provide internal assistance to Marketing and collection personnel as needed and keep a watchful eye on any trends or potential frauds or other collection matters.
• Take active role to intervene on individual collection problems. Coordinate and manage sales campaigns.
• Ability to travel up to 50% of the time based on business needs.

Skills

Insurance/Financial experience

Sales aptitude

Travel readiness

Communication skills

Education

Bachelor's degree or equivalent

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 $66 billion in assets.

The associate Relationship Manager will be a primary point of contact for assigned clients. This individual is responsible for the management and monitoring of the relationship ensuring a consistent and positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner. This position will also uncover new opportunities to expand the relationship and present to the Relationship Manager.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 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

What You’ll Do

• Maintain business of assigned agents by visits, phone calls, email or regular mail correspondence. Attend industry events, and conventions.
• Contact with current customers includes analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
• Agency education of all aspects of First including on-line quoting, customer service, asset management, processing and all other value add services.
• Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for increased sales opportunities.
• Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.
• Conduct agency PF 101 CE credit classes.
• Maintain and update Salesforce records with assigned agents, run reports as requested and communicate weekly activity to management and RM’s as directed.
• Coordinate special sales campaigns as directed by Marketing Manager, Regional Sales Managers or EVP of Sales & Marketing.
• Provide internal assistance to Marketing and collection personnel as needed and keep a watchful eye on any trends or potential frauds or other collection matters.
• Take active role to intervene on individual collection problems. Coordinate and manage sales campaigns.
• Ability to travel up to 50% of the time based on business needs.

Qualification

• Minimum 2 years insurance/ financial experience highly preferred
• Results based individual that overcomes obstacles with strong deductive reasoning skills
• Ability to travel up to 50% 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 annual salary range for this role is $ 59,000.00 - 77,000.00 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.

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.