First Connect Insurance Services

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.
• 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 Account Manager