Relationship Manager

📋 Description

• Generate and sustain lucrative new business by meeting with agents, participating in industry events and shows, and actively pursuing opportunities with reputable companies and/or general agents in line with FIRST guidelines.

• Maintain relationships with existing customers by assessing their needs, identifying issues, and offering solutions to enhance and retain their loan volume.

• Collaborate with the sales team to optimize new sales prospects and oversee processing challenges and/or operational efficiencies.

• Provide internal support to Marketing and Collection teams as required while staying informed about industry trends.

• Utilize travel and entertainment budget efficiently and submit expense reports promptly, while establishing and maintaining a CRM system and reporting weekly activities to management as instructed.

⛳️ Requirements

• A minimum of 10 years of experience in the insurance sector is preferred.

• Preferred experience in negotiation at the C-Suite level.

• Strong financial acumen and industry knowledge.

• A Bachelor's degree is required.

• Willingness to travel within the North East Region.

🏝️ 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