First Connect Insurance Services

Account Manager

• Serve as the primary point of contact for clients after onboarding
• Develop and maintain strong relationships with key-stakeholders
• Schedule, coordinate, and conduct agent training sessions
• Identify opportunities for upselling, cross-selling, and new business development
• Use data-driven analysis to identify trends and opportunities for growth
• 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
• Identify high performing agencies and work collaboratively with other internal teams to ensure a smooth transition to additional points of contact.
• Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes

• 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

Enablement Account Manager, CA

General

• Build and maintain existing complex partner workflows including new workflow construction, ongoing optimization, error monitoring, and resolution of workflow failures or enrollment issues.
• Build and deploy HubSpot automations that operationalize defined processes for Sales, Support, and Account Management teams (notifications, task creation, property updates, list management, ticket routing, deal automation, pipeline stage progression, lifecycle stage transitions, and lead scoring logic) to drive operational automation and efficiency across teams.
• Work closely with Product team stakeholders to ensure data sync and operational flows between Product systems and HubSpot are functioning correctly.
• Monitor active workflows for enrollment errors, action failures, and unintended behavior. Perform root-cause troubleshooting, implement fixes, and escalate complex architectural issues to the CRM & Automation Admin.
• Proactively identify opportunities to improve, simplify, and consolidate workflows. Recommend better ways to structure automation logic, reduce redundancy, and optimize the workflow library for performance and maintainability.
• Maintain clear documentation for every workflow built or modified, including purpose, enrollment criteria, branching logic, and dependencies. Adhere to established naming conventions, folder structures, and governance standards.

Account Manager

Enablement Account Manager, CA

HubSpot Automation Specialist