Remote Insurance Agency Growth Specialist

First Connect Insurance Services, LLC; Phoenix (AZ); Remote; USD 65,000 - 70,000; Full time

Benefits offered by this job

Multiple medical plans

Employer-covered dental and vision

401(k) retirement plan

Disability & life insurance

WFH equipment stipend

Job summary

First Connect Insurance Services, LLC is seeking an Account Manager I to drive agency growth by converting new leads into active users of our digital insurance platform in the United States. You will reach out to prospective independent agencies, vet their fit, guide them through sign-up and contracts, and support their onboarding onto the platform.

You will engage via calls, emails, and SMS, ensuring a smooth onboarding experience and access to over 130 carriers.

Qualifications

• 2+ years of insurance sales experience.
• Active insurance license.
• Proficiency with navigating multiple software platforms.
• Strong written and verbal communication skills.
• Spanish proficiency is a plus.
• Experience working virtually or in a remote environment.

Responsibilities

• Engage with interested leads who have interacted with marketing content or other lead generation channels.
• Conduct high volume outreach and follow-up efforts (calls, emails, SMS) with prospective agencies to present platform benefits.
• 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 lines.
• Collaborate cross-functionally with internal teams to ensure a smooth onboarding experience.

Skills

Insurance sales

Lead outreach

Communication

Spanish (nice to have)

Remote work experience

CRM software

Tools

CRM software

Job description

First Connect Insurance Services, LLC is seeking an Account Manager I to drive agency growth by converting new leads into active users of our digital insurance platform in the United States. You will reach out to prospective independent agencies, vet their fit, guide them through sign-up and contracts, and support their onboarding onto the platform.

You will engage via calls, emails, and SMS, ensuring a smooth onboarding experience and access to over 130 carriers.