Account Manager

First Connect Insurance Services

Account Manager overseeing client relationships on digital insurance platform, driving growth and ensuring satisfaction. Working closely with key accounts and agents in the P&C insurance sector.

Posted 7/21/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in marketing P&C insurance, including training and developing agency staff, while maintaining strong relationships with clients and stakeholders. Proficient in data-driven analysis to identify growth opportunities and improve agency production.

Highest-signal resume keywords

P&C Insurance MarketingTraining and Developing Agency StaffData-Driven AnalysisActive TDI P&C LicenseProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Marketing P&C InsuranceUpselling and Cross-SellingAgency Qualification EvaluationPresentation SkillsCommunication Skills

Soft Skills

Self-MotivatedIntellectual CuriosityCollaborationFlexibility

Certifications & Qualifications

Active TDI P&C LicenseCPCU DesignationCIC Designation

Industry Keywords

Independent AgentsAgency ProductionCarrier MarketsCommission StructuresAppointment Processes

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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