Relationship Growth Manager - Travel Up to 50%

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

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.