Teams at First Connect Insurance

Manage and grow relationships with independent insurance agents on First Connect's platform. Train agencies on carriers/products, drive production and upsell opportunities, use data to identify growth trends, collect feedback, and collaborate internally to remove obstacles and transition high performers to additional contacts.

Manage and grow production of onboarded independent insurance agents by training on carriers/products, driving cross-sales, hitting sales targets, using data to identify growth, and communicating feedback to improve training and appointments.

The HubSpot Automation Specialist builds and maintains complex workflows in HubSpot, optimizing automations for Sales, Support, and Account Management, ensuring integrations work correctly, troubleshooting errors, and improving workflow efficiency.