Enablement Account Manager, CA

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🕒 vor 14 Tagen

🏄 California – Remote

🏄 California – Remote

💵 $65.000 - $75.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

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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 your assigned Agencies • Regularly schedule and coordinate agent training on an individual basis • Achieve and exceed set sales targets • Leverage cross-sale opportunities with your assigned agents • Collaborate with the team to develop and execute best practices • Use data driven approaches to identify opportunities for growth • Collect and communicate feedback from training sessions to drive improvements • Responsible for the knowledge of all Carrier Markets and Products, Commission Structure, and Appointments

🎯 Anforderungen

• Bachelor’s degree or equivalent work experience • 5+ years of P&C experience including working with Independent Agents • Experience training and developing agency staff • Must demonstrate ability to problem solve and communicate effectively • Must be able to understand and review agency qualifications for appointments and make recommendations on appointments • Experience selling and marketing P&C personal lines and commercial lines • Must possess excellent oral and written communication skills including conducting formal presentations for small and large groups • Licenses and Certifications: • TDI P&C license and CPCU and/or CIC designation is desirable • Self motivated; ability to collaborate is a must, but you must be able to work autonomously and are expected to succeed without heavy direction • Strong intellectual curiosity and desire to problem solve • 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) • 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