Strategic Account Manager

<p><strong>About First Connect:</strong></p> <p>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.</p> <p><strong>Role Overview:</strong></p> <p>The Account Manager would oversee client relationships and business operations within a designated region. In this role, you will manage key accounts, drive regional growth, and ensure exceptional client satisfaction. Goal of this position is to increase agent knowledge &amp; understanding and ultimately production with appointed carriers as well as expansion with other carriers. The Account Manager would also provide input and participate in gathering and creating reports relating to monthly production by carrier, market intelligence, market planning and communication of development of services and incentives to agents. You are well-versed in the P&amp;C insurance realm and have an in-depth knowledge of the industry as a whole. You are great at building long-term agency relationships and detailed in training on new products, processes and best practices.</p> <p><strong>What You’ll Do:</strong></p> <ul> <li>Serve as the primary point of contact for clients within the assigned region.<br><br></li> <li>Develop and maintain strong, long-lasting relationships with key stakeholders.<br><br></li> <li>Regularly schedules, coordinates and conducts agent training sessions on individual and regional basis.<br><br></li> <li>Achieve and exceed sales and revenue targets for the region.<br><br></li> <li>Identify opportunities for upselling, cross-selling, and new business development.<br><br></li> <li>Collaborate with the sales team to develop and execute regional strategies.<br><br></li> <li>Conduct regular account reviews to evaluate performance and strengthen relationships.<br><br></li> <li>Use data-driven analysis to identify trends and opportunities for growth.<br><br></li> <li>Schedules, coordinates and conducts monthly internal meetings with staff to address agent touch points and new carrier updates.<br><br></li> <li>Collects and communicates feedback from agent training sessions to appropriate department to drive improvements.<br><br></li> <li>Responsible for improving overall agency productio