Account Manager I

About First Connect

First Connect Insurance Services is a digital platform providing independent insurance agents with 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. We’re on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We have partnerships with thousands of active agents with hundreds joining monthly and we plan to accelerate our growth.

Role Overview

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.

Key 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.

Qualifications

• 2+ years of insurance sales experience
• Active insurance license
• Proficiency with navigating multiple software platform
• Strong written and verbal communication skills
• Preferred Qualifications
• Experience working virtually or in a remote environment
• Self-motivated and goal-oriented