First Connect Insurance Services

An all-in-one insurtech platform that gives independent agents the tools they need to help grow their agencies fast.

Account Manager

Account ManagerSalesFull TimeRemoteTeam 11-50Since 2014H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

63 days ago

Salary

$65K - $70K / year

2 yrs expEnglish

Job Description

• Engage with interested leads who have interacted with marketing content or other lead generation channels. • Conduct high volume outreach and follow-up efforts (incoming and outbound calls, emails, SMS) with prospective agencies to present platform benefits and service offerings. • Vet agencies to assess fit for platform participation, including validating licensing, E&O, and lead sources. • Facilitate the sign-up and contract process between the agency and First Connect. • Support onboarding and integration of small to medium-sized agencies to the First Connect platform. • Help agencies gain access to over 130 carriers across personal and commercial insurance lines. • Collaborate cross-functionally with internal teams to ensure a smooth onboarding experience.

Job Requirements

  • 2+ years of insurance sales experience
  • Active insurance license
  • Proficiency with navigating multiple software platform
  • Strong written and verbal communication skills
  • Preferred Qualifications
  • Experience working virtually or in a remote environment
  • Self-motivated and goal-oriented

Benefits

  • Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
  • We also offer a 401(k) retirement plan, short; 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

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