Success Account Manager

About First Connect

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 130 carriers, selling various insurance policies, including home, auto, small business, and more. We’re on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We’ve got thousands of active agents with hundreds joining monthly, and we plan to accelerate our growth.

The Role

First Connect is seeking an Account Manager to oversee client relationships to maintain and elevate production of new agents on our digital insurance platform. In this role, you will manage key accounts, drive growth of clients early in their tenure on the platform, and ensure exceptional client satisfaction. The Account Manager’s primary goal is to increase agent knowledge, understanding, and production with appointed carriers, while also supporting expansion with other carriers.

You should be well-versed in the P&C insurance industry, have in-depth knowledge of the market, and be detail-oriented in training on new products, processes, and best practices.

What You’ll Do

• 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

What You’ll Bring

• 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 & Perks

First Connect treats its team members with the same level of dedication and care as we do our customers, which is why we’re fortunate to provide our team with:

• 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

The base pay range for this role is $65,000 - $75,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs, and market demands.

First Connect is an equal opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.

Applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any First Connect applicant who requires reasonable accommodations during the application process should contact the First Connect People Team to make the need for an accommodation known.