Relationship Manager

Northbrook, IL - USA

Monthly Salary: $ 75000 - 90000

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

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 SVP Relationship Manager Program Business is responsible for driving new program business opportunities (primarily general agents and carriers) and cultivating strategic partnerships with insuretech partners. This position collaborates closely with Business Solutions and Integrated Solutions departments during onboarding processes with a focus on client engagement and client satisfaction. Success in this role requires a deep understanding of the program insurance market and FIRST Insurances technology offerings and the ability to navigate complex long sales cycles.

What Youll Do

Establish new program business opportunities (Carriers MGAs Program Managers RRGs trade association members aggregators) through cold calling investigating leads prospecting and closing sales. Collaborate with Relationship Managers by referring agency leads and receiving program business and insuretech leads
Build and foster relationships with existing clients proactively identifying issues and ways to grow loan volume and maximize profitability. Analyze production reports to identify problem areas and target programs for increased sales opportunities. Work with internal teams to provide assistance where needed and drive positive client behavior regarding efficiency and program profitability.
Attend industry trade shows and conferences to source new program business and insuretech leads. Travel to prospect/client headquarters to close deals and strengthen relationships. Other travel and meetings as directed by EVP.
Implement new lead generation strategies for program business. Work closely with EVP and Division Presidents to build and maintain a robust pipeline of qualified prospects.
Provide market feedback to operations teams to strengthen FIRSTs product and tech offerings for program business.
Efficient use of travel and entertainment budget and timely submittal of expense reports. Establish and maintain CRM system and communicate activity on a regular basis to management as directed.

Qualifications

10 years of experience in insurance industry preferred
C-Suite level negotiation experience preferred
Prior experience managing large national programs
Financial acumen and knowledge
Bachelors degree
Travel required

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 base salary range for this role is $75000-$90000 along with eligibility to earn commission. Actual salaries may vary based on several factors such as a candidates 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.

Required Experience:

Manager

What Youll Do

Establish new program business opportunities (Carriers MGAs Program Managers RRGs trade association members aggregators) through cold calling investigating leads prospecting and closing sales. Collaborate with Relationship Managers by referring agency leads and receiving program business and insuretech leads
Build and foster relationships with existing clients proactively identifying issues and ways to grow loan volume and maximize profitability. Analyze production reports to identify problem areas and target programs for increased sales opportunities. Work with internal teams to provide assistance where needed and drive positive client behavior regarding efficiency and program profitability.
Attend industry trade shows and conferences to source new program business and insuretech leads. Travel to prospect/client headquarters to close deals and strengthen relationships. Other travel and meetings as directed by EVP.
Implement new lead generation strategies for program business. Work closely with EVP and Division Presidents to build and maintain a robust pipeline of qualified prospects.
Provide market feedback to operations teams to strengthen FIRSTs product and tech offerings for program business.
Efficient use of travel and entertainment budget and timely submittal of expense reports. Establish and maintain CRM system and communicate activity on a regular basis to management as directed.

Qualifications