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 130 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.
The Role:
First Connect is seeking an Account Manager to 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. The Account Manager’s primary goal is to increase agent knowledge, understanding, and production with appointed carriers, while also supporting expansion with other carriers.
This position will also contribute to gathering and creating monthly production reports, conducting market intelligence research, participating in market planning, and communicating service development and incentives to agents. You should be well-versed in the P&C insurance industry, have in-depth knowledge of the market, excel at building long-term agency relationships, and be detail-oriented 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
- Schedule, coordinate, and conduct agent training sessions on both individual and regional levels
- 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
- Schedule, coordinate, and lead monthly internal meetings to address agent touch points and carrier updates
- Collect and communicate feedback from training sessions to relevant departments to drive improvements
- Improve agency production by training new agencies and identifying/removing obstacles affecting current production
- Conduct agency marketing visits to appointed agencies to stimulate higher production through on-site training and multi-market solutions
- Complete quarterly carrier evaluations, including production levels and incentive recommendations
- Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes
What You’ll Bring:
- Bachelor’s degree or equivalent work experience
- 5+ years of experience marketing P&C insurance, including marketing to Independent Agents
- Experience training and developing agency staff
- Strong problem-solving and communication skills
- Ability to evaluate agency qualifications for appointment and make recommendations for appointment or dismissal
- Experience selling and marketing P&C personal lines and commercial products (homeowners and personal auto experience a plus)
- Excellent written, oral, and presentation skills for both small and large groups
- Active TDI P&C license required; CPCU and/or CIC designation desirable
- Self-motivated and directed; able to work autonomously while collaborating effectively
- Strong intellectual curiosity and desire to help others solve problems
- Flexible and willing to do what is needed to get great work done
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
- 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)
- 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 this role is $65,000 - $75,000. 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.
