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
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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