Account Manager

🕒 April 3

🏄 California – Remote

🏄 California – Remote

💵 $65k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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First Connect Insurance Services

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2014

🛡️ Insurance

💳 Fintech

☁️ SaaS

Insurance • Fintech • SaaS

First Connect Insurance Services is an insurtech platform designed to support independent insurance agents in growing their agencies. It offers fast access to over 130 insurance carriers across various coverage types, including home, auto, commercial, and life insurance. The platform features user-friendly tools such as a comparative rater for quotes, real-time market appetite insights, and seamless onboarding processes, allowing agents to streamline their operations and enhance their business performance without incurring high costs.

📋 Description

• Engage with interested leads who have interacted with marketing content or other lead generation channels. • Conduct high volume outreach and follow-up efforts (incoming and outbound calls, emails, SMS) with prospective agencies to present platform benefits and service offerings. • Vet agencies to assess fit for platform participation, including validating licensing, E&O, and lead sources. • Facilitate the sign-up and contract process between the agency and First Connect. • Support onboarding and integration of small to medium-sized agencies to the First Connect platform. • Help agencies gain access to over 130 carriers across personal and commercial insurance lines. • Collaborate cross-functionally with internal teams to ensure a smooth onboarding experience.

🎯 Requirements

• Location Requirement: Candidates must be based in or able to work within PST or MST time zones. • 2+ years of insurance sales experience • Active insurance license • Proficiency with navigating multiple software platform • Strong written and verbal communication skills • Preferred Qualifications • Experience working virtually or in a remote environment • Self-motivated and goal-oriented

🏖️ Benefits

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families. • We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) • Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success. • 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