First Connect Insurance Services · 3 days ago
Strategic Account Manager
San Diego, CA or Phoenix, AZ
Full-time
Onsite
Mid, Senior Level
$75K/yr - $85K/yr
5+ years expFirst Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The Strategic Account Manager will oversee client relationships and business operations within a designated region, managing key accounts and driving regional growth while ensuring 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
Regularly schedules, coordinates and conducts agent training sessions on individual and regional basis
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
Schedules, coordinates and conducts monthly internal meetings with staff to address agent touch points and new carrier updates
Collects and communicates feedback from agent training sessions to appropriate department to drive improvements
Responsible for improving overall agency production by not only training new agencies but also identifying/removing obstacles in current agency production
Identify opportunities and conduct agency marketing visits with appointed agencies to stimulate higher production with on-site training on multi-market solutions
Completes quarterly carrier evaluations to include production levels and incentive recommendations
Responsible for knowledge of all Carrier Markets and Products, Commission Structures, Appointment
Qualification
Required
Bachelor's degree or equivalent work experience
5+ years experience marketing P&C including marketing to Independent Agents
Must have experience training and developing agency staff
Must demonstrate ability to problem solve and communicate well
Must be able to understand and review agency qualifications for appointment and make recommendations for appointment or dismissal
Must possess excellent written and oral communication and organizational skills including formal presentation skills before both small and large groups
Preferred
Experience selling and marketing to large territories P&C personal lines and Commercial products including homeowners, and personal auto is a plus
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.
Company
First Connect Insurance Services
First Connect Insurance Services helps connect independent agents with today’s “best-in-class” insurtech providers.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-11-08Acquired
Recent News
Columbia West
2024-12-23
Coverager - Insurance news and insights
2024-11-20
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