Account Manager I - Sign Up Team

The role

You will convert new leads into active users of a digital insurance platform. You will focus on onboarding independent insurance agencies through outreach, vetting, and contract execution.

What you will do

• Engage with interested leads from marketing content or lead generation channels.
• Conduct high volume outreach and follow-up via calls, emails, and SMS.
• Vet agencies to assess fit by 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.
• Help agencies gain access to over 130 carriers.
• Collaborate cross-functionally with internal teams.

Required qualifications

• Candidates must be based in or able to work within PST or MST time zones.
• 2+ years of insurance sales experience
• Active insurance license
• Proficiency with navigating multiple software platform
• Strong written and verbal communication skills
• Bilingual (English/Spanish) required

Nice to have

• Experience working virtually or in a remote environment
• Self-motivated and goal-oriented

Benefits

• Multiple medical plans to choose from
• 100% employer-covered dental
• Vision plans for team members and their families
• 401(k) retirement plan
• short; long-term disability
• employer-paid life insurance
• Flexible Spending Accounts (FSA) for health and dependent care
• Employee Assistance Program (EAP)
• Employer-provided WFH equipment
• $85 monthly expense stipend
• Equity compensation
• Training and internal career growth opportunities

About the company

First Connect Insurance Services is a digital platform providing independent insurance agents with access to top US carriers. They aim to overhaul technology for agents by providing consumer-grade software.