Account Manager I

First Connect Insurance • Palo Alto, CA

19h • $65,000 - $70,000

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

• Location Requirement: 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

• 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 and 100% employer-covered dental; vision plans for our team members and their families.
• We also offer a 401(k) retirement plan, short; 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
• This is a base + commission role. The base pay ranges from $65,000 to $70,000 annually, with target sales commissions totaling an additional $30,000 annually.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees