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 $45 billion in assets.

As the largest premium finance company in North America, FIRST Insurance Funding has built a reputation for superior service, innovation and flexibility. During the last decade, FIRST has grown from a $300 million finance company to more than a $6 billion finance company. FIRST achieved this growth by being the only finance company that truly understands how to serve independent, middle-market insurance agents and brokers. FIRST is a subsidiary of Wintrust Financial Corporation, a financial services holding company and the fastest growing financial services company in Illinois history.

The Field Relationship/ Account Manager position offers a base salary + commissions, including full benefits.

We are currently open to this position residing in the Northern or Central California area. There will be extensive travel required. A travel and expense budget will be put into place, along with a yearly car allowance.

Prior Insurance experience is highly preferred.

Field Relationship/ Account Manager Summary:

First Insurance Funding is looking for a dynamic Relationship Manager residing in Northern or Central California or the surrounding area to maintain existing and build new business relationships with the leadership of insurance related organizations. Our goal is to deliver financial solutions through premium finance and other lending needs for small, medium, regional and national insurance firms. A mastery of our industry, technology and financial solutions are the keys to your success. In addition, you will work with our internal sales and support teams to drive growth. Finally, be a large part of the community building a personal brand a long with our already established professional brand.

Field Relationship/ Account Manager Qualifications:

• Results based individual that overcomes obstacles with strong deductive reasoning skills


• Minimum 2 years insurance/ financial experience highly preferred


• Ability to interpret financial data is desirable


• Strong organizational and time management skills


• Excellent verbal and written communication skills


• Ability to travel up to 80% in assigned territory by vehicle and/or airline


• Strong financial and sales acumen


• Ability to attend business related functions during or after normal work hours


• Bachelor's degree preferred


• Prior Sales Force experience preferred


• Knowledge of Microsoft Word, Excel and PowerPoint

Field Relationship/ Account Manager Principle Duties and Responsibilities:

• Develop and maintain profitable new business by visiting agents, 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.


• Analyze production reports to evaluate monthly loan volume, identify problem areas, and target agents for increased sales opportunities.


• Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.


• Establish and maintain contact management system and communicate weekly activity to management as directed.


• Provide internal assistance to Marketing and Asset Management personnel as needed.


• Monitor local insurance trends and competitive developments and report to management as needed.


• Uses creativity and good judgment to provide the client with the best possible program while minimizing the risk to FIRST.

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, national origin, citizenship status, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.