Enablement Account Manager - CA (NorCal)

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 more joining every month. 

The Role:

First Connect is looking for an Account Manager focused and responsible for the growth and increase in production of already onboarded agents. In this role you will be increasing the agent’s knowledge and understanding of appointed carriers to drive additional production. The Account Manager will also need to be well versed in P&C insurance with an in-depth understanding of the industry. You will be vital in the growth initiatives of working with Agents to drive consistent production and incremental policy gains through building agency relationships and a detail-oriented view on training best practices with your assigned agents.

What You’ll Do:

• Serve as the primary point of contact for your assigned Agencies 
• Regularly schedule and coordinate agent training on an individual basis 
• Achieve and exceed set sales targets 
• Leverage cross-sale opportunities with your assigned agents 
• Collaborate with the team to develop and execute best practices 
• Use data driven approaches to identify opportunities for growth 
• Collect and communicate feedback from training sessions to drive improvements 
• Responsible for the knowledge of all Carrier Markets and Products, Commission Structure, and Appointments 

What You’ll Bring:

• Bachelor’s degree or equivalent work experience 
• 5+ years of P&C experience including working with Independent Agents 
• Experience training and developing agency staff  
• Must demonstrate ability to problem solve and communicate effectively 
• Must be able to understand and review agency qualifications for appointments and make recommendations on appointments 
• Experience selling and marketing P&C personal lines and commercial lines 
• Must possess excellent oral and written communication skills including conducting formal presentations for small and large groups 
• Licenses and Certifications: 
  • TDI P&C license and CPCU and/or CIC designation is desirable 
• Self motivated; ability to collaborate is a must, but you must be able to work autonomously and are expected to succeed without heavy direction 
• Strong intellectual curiosity and desire to problem solve 
• 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 + 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.