Note: The job is a remote job and is open to candidates in USA. First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. They are seeking a Success Account Manager to oversee client relationships, drive growth for new agents on their platform, and ensure exceptional client satisfaction.
Responsibilities
- 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
Skills
- 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)
- 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
Company Overview