Account Manager I

## About the Role As an Account Manager I at First Connect Insurance Services, you will play a critical role in driving agency growth by converting new leads into active users of our digital insurance platform. You will serve as the first point of contact for prospective agents who have shown interest through marketing efforts or lead generation channels. Your day-to-day responsibilities will include outreach, vetting agency fit, guiding them through sign-up and contract execution, and supporting their integration onto the platform. This role is ideal for an insurance professional who thrives in a fast-paced, tech-enabled environment and is motivated by both individual performance and team impact.

The Account Manager I role is part of a dynamic team that is focused on overhauling the technology agents have access to, putting consumer-grade software at their fingertips. First Connect Insurance Services has partnerships with thousands of active agents, with hundreds joining monthly, and plans to accelerate its growth. As an Account Manager I, you will be responsible for ensuring a smooth onboarding experience for new agencies, collaborating cross-functionally with internal teams, and providing exceptional support to our agents.

First Connect Insurance Services values innovation, flexibility, and collaboration. As a remote workforce, we understand the importance of staying connected and maintaining open communication. Our team is passionate about providing exceptional service to our agents and driving growth through our digital insurance platform.

## What You Will Do - 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 - Analyze sales data and trends to identify opportunities for growth and improvement - Develop and maintain relationships with key decision-makers at prospective agencies - Stay up-to-date with industry trends and developments, applying this knowledge to improve sales strategies and techniques

## What We Are Looking For - 2+ years of insurance sales experience - Active insurance license - Proficiency with navigating multiple software platforms - Strong written and verbal communication skills - Ability to work in a fast-paced, tech-enabled environment - Self-motivated and goal-oriented, with a strong focus on individual performance and team impact - Experience working with CRM software and sales analytics tools - Understanding of the insurance industry, including trends, challenges, and opportunities - Bachelor's degree in a related field, such as business, marketing, or communications

## Nice to Have - Experience working virtually or in a remote environment - Familiarity with digital marketing strategies and techniques - Knowledge of data analysis and sales forecasting - Certification in insurance sales or a related field - Experience with project management tools and software

## Benefits and Perks - Multiple medical plans to choose from, with 100% employer-covered dental and vision plans for team members and their families - 401(k) retirement plan, short-term and long-term disability, employer-paid life insurance, and Flexible Spending Accounts (FSA) for health and dependent care - Work-From-Home Stipend, including employer-provided WFH equipment and an $85 monthly expense stipend - Equity compensation and opportunities for career growth and professional development - Flexible time-off policy, allowing you to recharge and maintain a healthy work-life balance - Access to a dynamic and supportive team, with regular check-ins and open communication - Ongoing training and education, including industry conferences, workshops, and webinars

- Tip: Make sure you have a strong understanding of the insurance industry, including trends, challenges, and opportunities. This will help you to effectively communicate with prospective agencies and provide value-added support.

• Familiarize yourself with the company's digital insurance platform and be prepared to ask informed questions during the interview process.
• Highlight your experience working with CRM software and sales analytics tools, as well as your ability to analyze sales data and trends.
• Emphasize your excellent communication and interpersonal skills, as well as your ability to work in a fast-paced, tech-enabled environment.
• Be prepared to discuss your experience working remotely and how you stay motivated and connected with your team.
• Research the company culture and values, and be prepared to discuss how you align with them.
• Consider creating a portfolio or samples of your work, showcasing your sales strategies and techniques, as well as your experience working with insurance agencies.