Account Manager

🕒 Julho 21

🏄 California – Remoto

🏄 California – Remote

💵 $65.000 - $75.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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First Connect Insurance Services

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2014

🛡️ Seguros

💳 Fintech

☁️ SaaS

Insurance • Fintech • SaaS

A First Connect Insurance Services é uma plataforma insurtech projetada para apoiar corretores de seguros independentes no crescimento de suas agências. Oferece acesso rápido a mais de 130 seguradoras em diversos tipos de cobertura, incluindo seguro residencial, automotivo, comercial e de vida. A plataforma possui ferramentas fáceis de usar, como um sistema de comparação de preços, insights em tempo real sobre apetite de mercado e processos de integração sem complicações, permitindo que os corretores otimizem suas operações e melhorem o desempenho de seus negócios sem incorrer em altos custos.

Descrição

• Serve as the primary point of contact for clients after onboarding • Develop and maintain strong relationships with key-stakeholders • Schedule, coordinate, and conduct agent training sessions • Identify opportunities for upselling, cross-selling, and new business development • Use data-driven analysis to identify trends and opportunities for growth • Collect and communicate feedback from training sessions to relevant departments to drive improvements • Improve agency production by training new agencies and identifying/removing obstacles affecting current production • Identify high performing agencies and work collaboratively with other internal teams to ensure a smooth transition to additional points of contact. • Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes

🎯 Requisitos

• Bachelor’s degree or equivalent work experience • 5+ years of experience marketing P&C insurance, including marketing to Independent Agents • Experience training and developing agency staff • Strong problem-solving and communication skills • Ability to evaluate agency qualifications for appointment and make recommendations for appointment or dismissal • Experience selling and marketing P&C personal lines and commercial products (homeowners and personal auto experience a plus) • Excellent written, oral, and presentation skills for both small and large groups • Active TDI P&C license required; CPCU and/or CIC designation desirable • Self-motivated and directed; able to work autonomously while collaborating effectively • Strong intellectual curiosity and desire to help others solve problems • Flexible and willing to do what is needed to get great work done

🏖️ Benefícios

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families • A 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) • Equity — This position is eligible for equity compensation • Training and Career Growth — Training and internal career growth opportunities • Flexible Time Off — You know when and how you should recharge