Success Account Manager

About First Connect:

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 150 carriers, selling various insurance policies, including home, auto, small business, and more. We’re on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We’ve got thousands of active agents with hundreds joining monthly, and we plan to accelerate our growth.

The Role:

First Connect is seeking an Account Manager to oversee client relationships to maintain and elevate production of new agents on our digital insurance platform. In this role, you will manage key accounts, drive growth of clients early in their tenure on the platform, and ensure exceptional client satisfaction. The Account Manager’s primary goal is to increase agent knowledge, understanding, and production with appointed carriers, while also supporting expansion with other carriers.

You should be well-versed in the P&C insurance industry, have in-depth knowledge of the market, and be detail-oriented in training on new products, processes, and best practices.

What You’ll Do:

• 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

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