About the role

  • 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.
  • Conduct agency PF 101 Continuing Education credit classes.
  • 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
  • Bachelor's Degree Preferred
  • Advanced Computer Skills
  • Ability to Travel as Needed

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

Job title

Associate Relationship Manager

Job type

Experience level

JuniorMid level

Salary

$90,000 - $120,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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