Wintrust Financial Corporation

Member FDIC and Equal Housing Lender.

Relationship Manager

Account ManagerSalesFull TimeRemoteTeam 5,001-10,000Since 1991H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

33 days ago

Salary

$75K - $90K / year

Bachelor Degree10 yrs expEnglish

Job Description

• Establish new program business opportunities (Carriers, MGA’s, Program Managers, RRG’s, 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 FIRST’s 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.

Job Requirements

  • 10 years of experience in insurance industry preferred
  • C-Suite level negotiation experience preferred
  • Prior experience managing large national programs
  • Financial acumen and knowledge
  • Bachelor's degree

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

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