The Relationship Manager position at Wintrust’s FIRST Insurance Funding seeks an experienced candidate to develop and maintain business relationships within the insurance industry. The role emphasizes customer retention, problem-solving, and active engagement through travel and events
Job Summary
Develop and maintain profitable new business by visiting agents, attending industry events, shows, and also seeking out opportunities with 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 and expand their loan volume.
FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies.
Matching Summary
Match Score: 85
The Relationship Manager position at Wintrust’s FIRST Insurance Funding seeks an experienced candidate to develop and maintain business relationships within the insurance industry. The role emphasizes customer retention, problem-solving, and active engagement through travel and events.
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
Monitor industry trends
Nice-to-have
Utilize travel and entertainment budget efficiently
Establish and maintain CRM system
Key Requirements
10 years of experience in insurance industry preferred