Strategic Account Manager

About First Connect

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.

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. The goal of this position is to increase agent knowledge and 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&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.

• Serve as the primary point of contact for clients within the assigned region.
• Develop and maintain strong, long‑lasting relationships with key stakeholders.
• Regularly schedule, coordinate and conduct agent training sessions on an individual and regional basis.
• Achieve and exceed sales and revenue targets for the region.
• Identify opportunities for upselling, cross‑selling, and new business development.
• Collaborate with the sales team to develop and execute regional strategies.
• Conduct regular account reviews to evaluate performance and strengthen relationships.
• Use data‑driven analysis to identify trends and opportunities for growth.
• Schedule, coordinate and conduct monthly internal meetings with staff to address agent touch points and new carrier updates.
• Collect and communicate feedback from agent training sessions to the appropriate department to drive improvements.
• Improve overall agency production by not only training new agencies but also identifying/removing obstacles in current agency production.
• Identify opportunities and conduct agency marketing visits with appointed agencies to stimulate higher production with on‑site training on multi‑market solutions.
• Complete quarterly carrier evaluations to include production levels and incentive recommendations.
• Maintain knowledge of all Carrier Markets and Products, Commission Structures, and Appointment.

• Bachelor's degree or equivalent work experience.
• 5+ years’ experience marketing P&C including marketing to Independent Agents.
• Experience training and developing agency staff.
• Demonstrated ability to problem solve and communicate well.
• Ability to understand and review agency qualifications for appointment and make recommendations for appointment or dismissal.
• Experience selling and marketing to large territories P&C personal lines and Commercial products including homeowners and personal auto is a plus.
• Excellent written and oral communication and organizational skills including formal presentation skills before both small and large groups.
• Must be based in or willing to work in the San Jose, San Francisco, or East Bay areas of California.

• Multiple medical plans to choose from and 100% employer‑covered dental; vision plans for our team members and their families.
• 401(k) retirement plan, short‑ and 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…