Account Manager I
New
F
First Connect InsuranceInsurance Technology
Remote (PST or MST Time Zones), PST or MSTFull-TimeEntry
Salary65,000 - 70,000 USD per year
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Job Details
- Experience
- 2+ years
- Required Skills
- Account ManagementLead GenerationCRM
Requirements
- 2+ years of insurance sales experience
- Active insurance license
- Proficiency with navigating multiple software platform
- Strong written and verbal communication skills
- Experience working virtually or in a remote environment
- Self-motivated and goal-oriented
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.
- 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.
- Help agencies gain access to over 130 carriers.
- Collaborate cross-functionally with internal teams to ensure a smooth onboarding experience.
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