Enablement Account Manager, CA

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🏄 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 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

🎯 Requirements

• 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

🏖️ 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) • 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