First Connect Insurance Services

Customer Support

• Respond to agent inquiries via calls, live chats, and emails, providing accurate information and timely resolutions
• Review and process carrier appointment requests, ensuring accuracy and compliance with carrier requirements
• Communicate with carrier representatives to clarify discrepancies, resolve issues, and track appointment statuses
• Maintain accurate records of communications and appointment activities in HubSpot CRM
• Collaborate with internal teams to address agent concerns and streamline processes
• Monitor open inquiries to ensure timely follow-ups and proactive issue resolution
• Contribute to support resources, such as FAQs and process guides, to assist agents and improve workflows
• Uphold service excellence by adhering to response time standards and delivering high-quality interactions

Agent Support Specialist

QA Engineer

• You’ll deeply collaborate with the Engineering Team- this includes actively participating in the development of new features and initiatives, from initial requirement analysis and test planning to execution, regression testing, and final release sign-off
• You’ll partner closely with Product Managers to prioritize testing efforts, challenge assumptions from a quality perspective and clarify requirements to advocate for our end-users’ needs
• You’ll work alongside SDETs to expand and maintain our automated test coverage. You’ll be the bridge ensuring that new features are integrated into our automation suites smoothly. You’ll also collaborate with other manual QA engineers on cross-team projects and initiatives
• You’ll proactively identify potential risks or delays, ensuring that our products meet the highest standards of quality and reliability
• You'll contribute to the evolution of team strategies and documentation, ensuring our Test Scenarios and QA processes stay sharp and scalable

Software QA Engineer

Sales Development Rep

• Manage a high-velocity pipeline of outbound leads with a strong focus on daily activity and consistent follow-up
• Execute high-volume outreach across phone, email, and other channels to engage and qualify prospects
• Maintain accurate, organized, and up-to-date CRM records including notes, tasks, and next steps
• Proactively source and pursue new agency opportunities
• Own the full sales cycle from first touch to close and activation
• Confidently overcome objections and navigate buying concerns
• Consistently meet and exceed activity, conversion, and revenue targets
• Identify prospect pain points and position First Connect’s value propositions as the solution
• Lead discovery, demo, and closing conversations tailored to each agency’s needs
• Execute an effective and repeatable sales process to convert leads into activated FC Agencies with short sales cycles
• Follow defined sales processes while also contributing to continuous improvement
• Maintain strong calendar management, follow-up discipline, and internal communication
• Analyze what’s working and what’s not in your pipeline, messaging, and approach — and adjust tactics accordingly
• Share insights and feedback to improve messaging, positioning, and conversion rates
• Remain flexible and proactive as priorities and strategies evolve

Agency Sales Development Representative

Account Manager

• 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

Agent Support Specialist

Software QA Engineer

Agency Sales Development Representative

Success Account Manager