VP - Inside Sales National Accounts (Marketing)
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 $66 billion in assets.
Why join us?
- An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
- Competitive pay and discretionary or incentive bonus eligible
- Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
- Family-friendly work hours
- With 200+ community bank locations, we offer opportunities to grow and develop in your career
- Promote from within culture
Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
Job Description Summary
Oversee the management of the Inside Sales national accounts team. Responsible for the development of procedures and workflows that support the needs of FIRST's national accounts. Also responsible for the management and development of the national accounts team members.
What you'll Do
Business Development
- Collaborate with the FIRST executive and sales teams on strategy to grow our high value national accounts relationships.
- Develop and maintain relationships with senior management at the various national accounts. Act as the primary internal contact.
- Act as the primary contact for all items needing escalation. Responsible for making sure all escalated items are handling efficiently and effectively, with customer service being a very high priority.
- Develop strategy around rates and terms of national programs to drive growth.
- Participate in meetings/calls with clients for operational and systematic expertise and recommend appropriate products and/or services. Identify required enhancements to automate or satisfy program prerequisites. Communicate expectations regarding FIRST's software development life cycle and deployment timeframes.
- Responsible for maintaining the national accounts program guideline documents.
- Collaborate with Credit to develop best practices for approvals of national accounts quotes.
Team Approvals & Reporting
- Review & approve quotes up to a maximum amount financed of $5,000,000 for national accounts. Uses relationship knowledge and experience to provide quotes that satisfy both the agent and borrower, while minimizing risk to FIRST.
- Develop & monitor volume and trend analysis reporting based on the needs of each national account and FIRST senior management.
- Assist with quoting when additional support is needed.
Team Development
- Facilitate coaching plans & meetings aimed at staff development and/or performance improvement.
- Monitor & assess team workload needs; ensure that resources are available throughout team to effectively meet service expectations and provide quality work product. Collaborate with the regional leaders in Inside Sales if additional resources are needed.
- Develop the workflows and responsibilities for the national accounts team members.
Knowledge/Skills/Background/Experience
- 7-10 years experience
- Bachelors degree preferred
- Premium Finance experience a plus
- Account Management experience
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
Compensation
The estimated salary range for this role is $98,000 - $132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
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From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
