Account Manager I - Sign Up Team
About The Position
As an Account Manager I at First Connect, you will play a critical role in driving agency growth by converting new leads into active users of our digital insurance platform. Focused on onboarding independent insurance agencies, you’ll serve as the first point of contact for prospective agents who have shown interest through marketing efforts or lead generation channels. Your responsibilities will include outreach, vetting agency fit, guiding them through sign-up and contract execution, and supporting their integration onto the platform. It’s an ideal role for an insurance professional who thrives in a fast-paced, tech-enabled environment and is motivated by both individual performance and team impact.
Requirements
- Candidates must be based in or able to work within PST or MST time zones.
- 2+ years of insurance sales experience
- Active insurance license
- Proficiency with navigating multiple software platform
- Strong written and verbal communication skills
Nice To Haves
- Spanish proficiency is a plus
- Experience working virtually or in a remote environment
- Self-motivated and goal-oriented
Responsibilities
- Engage with interested leads who have interacted with marketing content or other lead generation channels.
- Conduct high volume outreach and follow-up efforts (incoming and outbound calls, emails, SMS) with prospective agencies to present platform benefits and service offerings.
- Vet agencies to assess fit for platform participation, including validating licensing, E&O, and lead sources.
- Facilitate the sign-up and contract process between the agency and First Connect.
- Support onboarding and integration of small to medium-sized agencies to the First Connect platform.
- Help agencies gain access to over 130 carriers across personal and commercial insurance lines.
- Collaborate cross-functionally with internal teams to ensure a smooth onboarding experience.
Benefits
- Multiple medical plans to choose from
- 100% employer-covered dental
- Vision plans for our team members and their families
- 401(k) retirement plan
- Short-term disability
- Long-term disability
- Employer-paid life insurance
- Flexible Spending Accounts (FSA) for health and dependent care
- Employee Assistance Program (EAP)
- Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend
- Equity compensation
- Training and internal career growth opportunities
- Flexible Time Off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
