Strategic Account Manager

Job not on LinkedIn

November 8

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $75k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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First Connect Insurance Services

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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.

11 - 50 employees

Founded 2014

💳 Fintech

☁️ SaaS

📋 Description

• Serve as the primary point of contact for clients within the assigned region. • Develop and maintain strong, long-lasting relationships with key stakeholders. • Regularly schedules, coordinates and conducts agent training sessions on individual and regional basis. • Achieve and exceed sales and revenue targets for the region. • Identify opportunities for upselling, cross-selling, and new business development. • Collaborate with the sales team to develop and execute regional strategies. • Conduct regular account reviews to evaluate performance and strengthen relationships. • Use data-driven analysis to identify trends and opportunities for growth. • Schedules, coordinates and conducts monthly internal meetings with staff to address agent touch points and new carrier updates. • Collects and communicates feedback from agent training sessions to appropriate department to drive improvements. • Responsible for improving overall agency production by not only training new agencies but also identifying/removing obstacles in current agency production. • Identify opportunities and conduct agency marketing visits with appointed agencies to stimulate higher production with on-site training on multi-market solutions. • Completes quarterly carrier evaluations to include production levels and incentive recommendations. • Responsible for knowledge of all Carrier Markets and Products, Commission Structures, Appointment.

🎯 Requirements

• Bachelor's degree or equivalent work experience. • 5+ years experience marketing P&C including marketing to Independent Agents. • Must have experience training and developing agency staff. • Must demonstrate ability to problem solve and communicate well. • Must be able to understand and review agency qualifications for appointment and make recommendations for appointment or dismissal. • Experience selling and marketing to large territories P&C personal lines and Commercial products including homeowners, and personal auto is a plus. • Must possess excellent written and oral communication and organizational skills including formal presentation skills before both small and large groups.

🏖️ Benefits

• 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.