Relationship Manager - First

Countryside Bank

Northbrook, IL, United States
Base: $75,000-$90,000; bonus/equity: eligibility t...
Develop and maintain profitable new business
Maintain contact with current customers
Analyze customer needs and provide solutions
FIRST Insurance Funding provides full premium finance services and additional services built specifically for agencies

Job Summary

  • FIRST Insurance Funding provides full premium finance services and additional services built specifically for agencies.
  • The role involves developing and maintaining profitable new business by visiting agents and attending industry events, as well as retaining and expanding loan volume with current customers.
  • Wintrust offers a comprehensive benefits package including medical, dental, vision, life insurance, disability, parental leave, 401(k) with match, and an employee stock purchase plan.

Matching Summary

FIRST Insurance Funding provides full premium finance services and additional services built specifically for agencies.

Salary

Base: $75,000-$90,000; Bonus/Equity: eligibility to earn commission; 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

Skills & Requirements

Must-have

  • Develop and maintain profitable new business
  • Maintain contact with current customers
  • Analyze customer needs and provide solutions
  • Communicate with sales team
  • Efficient use of travel budget
  • Establish and maintain CRM system

Nice-to-have

  • Focus on premium finance services
  • Support agency growth and client service
  • Foster inclusive workplace
  • Contribute to operational efficiencies

Key Requirements

  • 10 years of experience in insurance industry
  • C-Suite level negotiation experience
  • Financial acumen and knowledge
  • Bachelor's degree
  • Travel required

Work Rights

Not specified

Tailored Resume

Cover Letter