At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. Join the FIRST Insurance Funding of Canada (FIRST Canada) team. We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture. We offer a versatile, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.
We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. We support work / life balance and promote growth-from-within opportunities.
Why join this team?
We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility
Position Summary:
Reporting to the Territory Manager, the Associate Account Manager is responsible for supporting sales regions to achieve loan volume and revenue targets. Key responsibilities include preparing and submitting new and renewing premium finance loans under a pre-defined volume threshold, following up on renewals, submitting loans for conversion, assisting with credit and pricing requests and providing excellent customer service to brokers via phone and email.
Essential Duties and Responsibilities:
- Prepare incoming quote requests
- Proactively perform follow-up on renewal and lost quotes from the prior year
- Assist with loan submissions; ensure loans are properly submitted for conversion
- Develop and maintain strong relationships with brokers representing FIRST
📌 Bilingual Associate Account Manager Toronto
🏢 Wintrust Financial
📍 Toronto
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