Associate Relationship Manager providing expert service to assigned agents and monitoring client relationships at FIRST Insurance Funding, enhancing agent support and facilitating opportunities.
Responsibilities
Provide expert level of service to assigned agents by visits, phone calls, email or regular mail correspondence.
Attend industry events, and conventions.
Contact with current customers includes analyzing their needs, identifying problems and providing solutions in order to retain and expand their loan volume.
Maintain an exemplary understanding of all aspects of First Insurance Funding including on-line quoting; Customer Service, Asset Management, Cash Processing, and all other value add services to provide solutions to clients.
Leverage a consultative approach in which you will 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.
Maintain and update Salesforce records with assigned agents, run reports as requested and communicate weekly activity to management and RM’s as directed.
Coordinate special sales campaigns as directed by Marketing Manager, Regional Sales Managers, or EVP of Sales & Marketing.
Provide internal assistance to Marketing and collection personnel as needed and keep a watchful eye on any trends or potential frauds or other collection matters.
Take active role to intervene on individual collection problems.
Requirements
3+ Years of Experience in Customer Service, Marketing or Sales Role
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