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First Connect Insurance Services · 1 day ago

Success Account Manager

United States

Full-time

Remote

Mid, Senior Level

$65K/yr - $75K/yr

5+ years exp

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. They are seeking an Account Manager to oversee client relationships and business operations, manage key accounts, drive regional growth, and ensure exceptional client satisfaction.

Auto InsuranceHealth InsuranceInsurance

Responsibilities

Serve as the primary point of contact for clients within the assigned region

Develop and maintain strong, long-lasting relationships with key stakeholders

Schedule, coordinate, and conduct agent training sessions on both individual and regional levels

Achieve and exceed sales and revenue targets for the region

Identify opportunities for upselling, cross-selling, and new business development

Collaborate with the sales team to develop and execute regional strategies

Conduct regular account reviews to evaluate performance and strengthen relationships

Use data-driven analysis to identify trends and opportunities for growth

Schedule, coordinate, and lead monthly internal meetings to address agent touch points and carrier updates

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

Conduct agency marketing visits to appointed agencies to stimulate higher production through on-site training and multi-market solutions

Complete quarterly carrier evaluations, including production levels and incentive recommendations

Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes

Qualification

P&C insurance experienceClient relationship managementTrainingDevelopmentSalesMarketing skillsData-driven analysisActive TDI P&C licenseIntellectual curiosityCPCUCIC designationProblem-solving skillsCommunication skillsPresentation skillsSelf-motivatedFlexibility

Required

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)

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