Account Manager

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $65k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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First Connect Insurance Services

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2014

💳 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

• 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

🎯 Requirements

• 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

🏖️ 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