Strategic 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 150 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.

Role Overview:

The Account Manager would oversee client relationships and business operations within a designated region. In this role, you will manage key accounts, drive regional growth, and ensure exceptional client satisfaction. Goal of this position is to increase agent knowledge & understanding and ultimately production with appointed carriers as well as expansion with other carriers. The Account Manager would also provide input and participate in gathering and creating reports relating to monthly production by carrier, market intelligence, market planning and communication of development of services and incentives to agents. You are well-versed in the P&C insurance realm and have an in-depth knowledge of the industry as a whole. You are great at building long-term agency relationships and detailed in training on new products, processes and best practices.

What You’ll Do:

• 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.

Must Haves:

• Bachelor's degree or equivalent work experience.

• 5+ year's 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.

• Experience selling and marketing to large territories P&C personal lines and Commercial products including homeowners, and personal auto is a plus.

• Must possess excellent written and oral communication and organizational skills including formal presentation skills before both small and large groups.

• Must be based in or willing to work in the San Jose, San Francisco, or East Bay areas of California.

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.

• 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

The base pay range for the role is $75,000 - $85,000 + Commission. 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.