Wintrust Financial Corporation
Member FDIC and Equal Housing Lender.
Relationship Manager
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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