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Success Account Manager

First Connect Insurance
CompanyFirst Connect Insurance
CategorySales
LocationRemote
RemoteRemote
EmploymentNot stated
LevelManager
SalaryNot stated by the employer
Posted21 Jul 2026
Last verified3 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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   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   What You’ll Bring:   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 & Perks:   First Connect treats its team members with the same level of dedication and care as we do our customers, which is why we’re fortunate to provide our team with:   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 &nbsp