Relationship Manager

Wintrust Financial Corporation

. Develop and maintain profitable new business by visiting agents, attending industry events, shows, and also seeking out opportunities with companies and/or general agents of quality and acceptability in accordance with FIRST guidelines.

Posted 5/13/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $75,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Develop and maintain profitable new business by visiting agents, attending industry events, shows, and also seeking out opportunities with 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.
Communicate with sales team in order to maximize new sales opportunities and monitor processing problems and/or operational efficiencies.
Provide internal assistance to Marketing and Collection personnel as needed and keep a watchful eye on industry trends.
Efficient use of travel and entertainment budget and timely submittal of expense reports and Establish and maintain CRM system and communicate weekly activity to management as directed.

Requirements

What you’ll need

10 years of experience in insurance industry preferred
C-Suite level negotiation experience preferred
Financial acumen and knowledge
Bachelor's degree
Travel required - North East Region

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial acumennegotiation

Soft Skills

communicationproblem solvingcustomer retentionsales maximizationoperational efficiency

Certifications

Bachelor's degree