First Connect Insurance Services

Account Manager

• Manage and grow a portfolio of carrier and MGA partnerships
• Build and execute strategies that increase agency quoting, binding, and engagement
• Lead monthly Partnership Business Reviews (PBRs) and present performance insights
• Develop proactive campaigns (email, text, in-app) to drive partner adoption
• Promote assigned carriers internally through trainings, appetite messaging, and visibility pushes
• Work closely with Account Managers to identify high-potential agencies and boost placement
• Analyze quote/bind trends to uncover opportunities for premium lift
• Collaborate with Product, Operations, and Marketing on partner needs and workflow improvements
• Support partner expansions, new product rollouts, re-launch campaigns, and incentive initiatives
• Maintain strong partner satisfaction and uphold First Connect’s best-in-class partnership experience

Strategic Partnership Manager

• 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.

Product Manager

• Build and maintain relationships with insurance carriers.
• Lead carrier-facing discovery, research, and ideation.
• Create the Carrier Portal’s vision, along with its long-term roadmap.
• Drive user adoption of the new tools.
• Work cross-functionally with Engineering, Design, and the Business.

Senior Product Manager, Carrier Portal

• Serve as the primary point of contact for clients within the assigned region.
• Develop and maintain strong, long-lasting relationships with key stakeholders.
• Regularly schedules, coordinates and conducts agent training sessions on individual and regional basis.
• 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.
• Schedules, coordinates and conducts monthly internal meetings with staff to address agent touch points and new carrier updates.
• Collects and communicates feedback from agent training sessions to appropriate department to drive improvements.
• Responsible for improving overall agency production by not only training new agencies but also identifying/removing obstacles in current agency production.
• Identify opportunities and conduct agency marketing visits with appointed agencies to stimulate higher production with on-site training on multi-market solutions.
• Completes quarterly carrier evaluations to include production levels and incentive recommendations.
• Responsible for knowledge of all Carrier Markets and Products, Commission Structures, Appointment.

Strategic Partnership Manager

Account Manager

Senior Product Manager, Carrier Portal

Strategic Account Manager