First Connect Insurance Services

Strategic Account Manager

First Connect Insurance Services

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $75,000 - $85,000 per year

Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • Bachelor's degree or equivalent work experience.
  • 5+ years experience marketing P&C including marketing to Independent Agents.
  • Must have experience training and developing agency staff.
  • Must demonstrate ability to problem solve and communicate well.
  • Must be able to understand and review agency qualifications for appointment and make recommendations for appointment or dismissal.
  • Experience selling and marketing to large territories P&C personal lines and Commercial products including homeowners, and personal auto is a plus.
  • Must possess excellent written and oral communication and organizational skills including formal presentation skills before both small and large groups.
Benefits
  • Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
  • A 401(k) retirement plan, short- and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP).
  • Equity – This position is eligible for equity compensation.
  • Training and Career Growth – Training and internal career growth opportunities.
  • Flexible Time Off – You know when and how you should recharge.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data-driven analysissales strategy developmentagency trainingaccount reviewupsellingcross-sellingmarketing P&Cagency qualifications reviewformal presentation skillscommercial products marketing
Soft skills
relationship buildingproblem solvingcommunicationorganizational skillsteam collaborationfeedback communicationtraining developmentperformance evaluationstakeholder engagementadaptability
Certifications
Bachelor's degree
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