Account Manager

🕒 vor 14 Tagen

🏄 California – Remote

🏄 California – Remote

💵 $65.000 - $75.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

Jetzt Bewerben

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First Connect Insurance Services

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

Gegründet 2014

🛡️ Versicherung

💳 Fintech

☁️ SaaS

Insurance • Fintech • SaaS

First Connect Insurance Services ist eine Insurtech-Plattform, die entwickelt wurde, um unabhängige Versicherungsagenten beim Wachstum ihrer Agenturen zu unterstützen. Sie bietet schnellen Zugang zu über 130 Versicherungsanbietern in verschiedenen Versicherungsarten, darunter Hausrat-, Kfz-, Gewerbe- und Lebensversicherung. Die Plattform verfügt über benutzerfreundliche Tools wie ein Vergleichsratemodul für Angebote, Echtzeit-Marktanalysen und nahtlose Onboarding-Prozesse, die es Agenten ermöglichen, ihre Abläufe zu optimieren und ihre Geschäftsergebnisse ohne hohe Kosten zu verbessern.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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