First Connect Insurance Services

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

Success Account Manager

General Counsel

• Provide thoughtful, strategic legal advice in support of First Connect’s business goals
• Act as a trusted advisor to the executive team and influence decision-making on risk, compliance, and business strategy
• Build a collaborative, impact-oriented legal function that supports business priorities with agility and attention to detail
• Prepare and present legal updates to the Board of Directors and executive leadership
• Draft and manage a wide variety of contracts, including carrier agreements, B2B agreements, data sharing agreements, and a high volume of NDAs
• Oversee the contract intake, review, and retention process using a scalable contract management system
• Identify and mitigate key contract risks related to licensing, indemnity, privacy, and product compliance
• Serve as First Connect’s Compliance Officer, leading company-wide regulatory initiatives and managing compliance risk
• Advise leadership on insurance regulations and licensing requirements for agents and sub-producers
• Stay current on applicable state and federal regulations (including for both admitted and non-admitted products) and oversee regulatory change management
• Manage tracking and response to regulatory inquiries and complaints
• Partner with product and engineering teams to support legal aspects of new product development and innovation
• Guide product delivery to ensure legal and regulatory compliance
• Retain and manage external counsel for litigation or government investigations
• Represent the company’s legal interests in dispute resolution
• Support the Finance team in implementing legal controls for financial reporting and audits
• Provide legal input on liabilities and work closely with auditors and risk managers
• Establish governance policies and ensure legal compliance across all business functions
• Support legal matters related to equity, corporate structure, and board management

Product Manager

• Spearhead the end-to-end product strategy for our comparative rater and binding flows, owning the product from technical carrier integrations to the final end-user interface.
• Define, track, and report on key product KPIs, making ruthless prioritization decisions based on a healthy mix of impact analysis, effort, and user feedback.
• Drive user adoption of the quote and bind features, ensuring a world-class, seamless agent experience.
• Drive technical & feature excellence by collaborating closely with Engineering and Design teams to translate high-level business problems into detailed technical requirements and polished features.
• Lead agent-facing discovery, research, and ideation to inform the product roadmap.
• Coordinate across time zones with internal teams and external partners to translate problem areas and requirements into productized solutions.
• Take over a ready product that is poised to be one of our key growth levers, requiring readiness to pivot and adapt to fast-changing priorities.
• Collaborate with almost every team in the company, with most exposure to Engineering, Design, Data, Support, and Sales.

Senior Product 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

Agency Sales Development Representative

Success Account Manager

General Counsel

Senior Product Manager

Strategic Partnership Manager