Account Manager I - Onboarding Team

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 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 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

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.
• We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
• Work-From-Home Stipend – Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you’re set up for success.
• 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

This is a base + commission role. The base pay ranges from $65,000 to $70,000 annually, with target sales commissions totaling an additional $30,000 annually.

First Connect is an equal-opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.

Applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any First Connect applicant who requires reasonable accommodations during the application process should contact the First Connect People Team to make the need for an accommodation known.