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.
Compensation
The base pay ranges from $65,000 to $70,000 annually, with target sales commissions totaling an additional $30,000 annually.
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
Requirements
Nice to have: Experience working virtually or in a remote environment
Responsible for maximizing sales of AIA products and services through banks, building and maintaining relationships with bank decision makers, coaching bank sales staff, and achieving business targets.
Responsibilities
Maximize sales of AIA products and services through banks
Build and maintain long-term relationships with key decision makers and influencers at assigned banks
Assist department and bank branches in achieving business targets
Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs
Monitor sales momentum and provide targeted coaching
Looking for a licensed Insurance Producer to build relationships, create opportunities, and sell personal-lines insurance in an independent agency environment.
Sell YOUI insurance products to customers who enquire online or are transferred via digital channels, by delivering excellent customer experience and meeting sales targets.
Responsibilities
Engage with inbound internet leads and warm digital enquiries
Conduct needs analysis and provide tailored insurance quotes
Explain policy benefits, exclusions, and premiums clearly
Close sales while meeting compliance and quality standards
Meet or exceed sales, quality, and conversion targets
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