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First Connect

Enablement Account Manager - Northern California (CA)

RemoteUnited States only
Published
Role
Sales
Experience
Senior
$65k–$75k/yr
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Account Manager for onboarded independent insurance agents in Northern California, remote within the US. Needs 5+ years of P&C experience, independent-agent experience, training agency staff, and strong sales/communication skills. TDI P&C license and CPCU/CIC are desirable.

What you'll do

  • Serve as the primary point of contact for your assigned Agencies
  • Regularly schedule and coordinate agent training on an individual basis
  • Achieve and exceed set sales targets
  • Leverage cross-sale opportunities with your assigned agents
  • Collaborate with the team to develop and execute best practices
  • Use data driven approaches to identify opportunities for growth
  • Collect and communicate feedback from training sessions to drive improvements
  • Responsible for the knowledge of all Carrier Markets and Products, Commission Structure, and Appointments

What they require

  • Bachelor’s degree or equivalent work experience
  • 5+ years of P&C experience including working with Independent Agents
  • Experience training and developing agency staff
  • Must demonstrate ability to problem solve and communicate effectively
  • Must be able to understand and review agency qualifications for appointments and make recommendations on appointments
  • Experience selling and marketing P&C personal lines and commercial lines
  • Must possess excellent oral and written communication skills including conducting formal presentations for small and large groups
  • TDI P&C license and CPCU and/or CIC designation is desirable
  • Self motivated; ability to collaborate is a must, but you must be able to work autonomously and are expected to succeed without heavy direction
  • Strong intellectual curiosity and desire to problem solve
  • Flexible and willing to do what is needed to get great work done

Benefits

  • Multiple medical plans to choose from
  • 100% employer-covered dental
  • Vision plans for 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
  • 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

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 130 carriers, selling various insurance policies, including home, auto, small business, and more.

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Details

Apply routeGreenhouse
$65k–$75k/yr