Assistant Relationship Manager (Insurance Finance)

Location: Northbrook, IL, United States; travel up to 50% within the assigned territory is required.

Estimated annual salary: $59,000–$77,000, plus eligibility for an annual bonus.

Company

FIRST Insurance Funding provides premium finance services and agency-focused technology and services as a subsidiary of hirify.global.

What you will do

• Manage relationships with assigned insurance agents through visits, calls, email, correspondence, and industry events.
• Analyze client needs, identify problems, provide solutions, and support retention and growth of loan volume.
• Educate agencies on quoting, customer service, asset management, processing, and other value-added services.
• Analyze production reports, identify problem areas, and target agents for increased sales opportunities.
• Coordinate with sales, marketing, operations, and collections teams to support campaigns, resolve issues, and improve efficiencies.
• Maintain Salesforce records, run reports, conduct agency PF 101 continuing-education classes, and monitor potential fraud or collection matters.

Requirements

• At least two years of insurance or financial experience is highly preferred.
• Strong financial and sales acumen with deductive reasoning and results-oriented problem-solving skills.
• Ability to travel up to 50% by vehicle and/or airline within the assigned territory.
• Ability to attend business-related functions during or after normal working hours.
• Bachelor’s degree or equivalent experience is preferred.
• Prior Salesforce experience is preferred.

Culture & Benefits

• Medical, dental, vision, life, disability, and supplemental insurance options.
• Traditional and Roth 401(k) plans with a company match, flexible spending account, and employee stock purchase plan.
• Parental leave, employee assistance program, transportation and commuting benefits, banking benefits, and pet insurance.
• Family-friendly work hours, tuition reimbursement, and career development opportunities across 200+ community bank locations.
• Promotion-from-within culture and eligibility for discretionary or incentive bonuses.