First Connect Insurance Services

Success Account Manager

First Connect Insurance Services

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $65,000 - $75,000 per year

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
  • 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

Requirements

  • Bachelor’s degree or equivalent work experience
  • 5+ years of experience marketing P&C insurance, including marketing to Independent Agents
  • Experience training and developing agency staff
  • Strong problem-solving and communication skills
  • Ability to evaluate agency qualifications for appointment and make recommendations for appointment or dismissal
  • Experience selling and marketing P&C personal lines and commercial products (homeowners and personal auto experience a plus)
  • Excellent written, oral, and presentation skills for both small and large groups
  • Active TDI P&C license required; CPCU and/or CIC designation desirable
  • Self-motivated and directed; able to work autonomously while collaborating effectively
  • Strong intellectual curiosity and desire to help others solve problems
  • Flexible and willing to do what is needed to get great work done
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)
  • Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success.
  • 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
P&C insurance marketingtraining and developing agency staffdata-driven analysisupsellingcross-sellingagency production improvementquarterly carrier evaluationsagency qualifications evaluationsales strategy executionaccount performance evaluation
Soft skills
problem-solvingcommunicationself-motivatedcollaborationintellectual curiosityflexibilityrelationship buildingpresentation skillsorganizational skillsfeedback communication
Certifications
TDI P&C licenseCPCU designationCIC designation