First Connect Insurance Services

• Shape the First Impression: You will own the agent's journey from the moment they join, working on sign-up and onboarding flows, personalization logic, and initial incentives. • Streamline Compliance: You’ll build and maintain automations that handle underlying compliance and producer verification, turning what used to be manual work into a seamless digital experience. • Impact the "Aha Moment": Your code will directly guide thousands of agents to their first successful interaction with a carrier. • Bridge Legacy and Innovation: You will play a key role in evolving our foundational backend systems, ensuring that new growth experiments coexist reliably with our most critical codebase. • Collaborate Across Borders: You’ll work closely with our Discovery & Access team and our US-based Product Manager to ensure a cohesive and friction-less experience for every agent on the platform.

• Spearhead the end-to-end product strategy for our comparative rater and binding flows, owning the product from technical carrier integrations to the final end-user interface. • Define, track, and report on key product KPIs, making ruthless prioritization decisions based on a healthy mix of impact analysis, effort, and user feedback. • Drive user adoption of the quote and bind features, ensuring a world-class, seamless agent experience. • Drive technical & feature excellence by collaborating closely with Engineering and Design teams to translate high-level business problems into detailed technical requirements and polished features. • Lead agent-facing discovery, research, and ideation to inform the product roadmap. • Coordinate across time zones with internal teams and external partners to translate problem areas and requirements into productized solutions. • Take over a ready product that is poised to be one of our key growth levers, requiring readiness to pivot and adapt to fast-changing priorities. • Collaborate with almost every team in the company, with most exposure to Engineering, Design, Data, Support, and Sales.

• Real-Time Data integrations and Commission systems, primarily from a backend/data perspective, with exposure to frontend data presentation and interfaces. • Incentive programs, including our Rewards Program (Shared Growth Plan) and other new initiatives as they evolve. • Existing data pipelines across backend and frontend systems, supporting improvements, maintenance, and incremental development where needed. • Integrating and working with multiple data sources: Build and maintain integrations with external systems and ensure data consistency and reliability across pipelines. • Ensure engineering quality: Write clean, maintainable code with a strong focus on testing culture. • Leverage modern tooling and AI: Use AI tools as part of the development process, treating them as an active part of the workflow

• Build and evolve data processing systems: Design and implement ETL pipelines that collect, transform, and deliver data from multiple sources (including agency portals) into usable product features. • Turn data into insights: Translate raw insurance and agency data into meaningful metrics such as sales performance, inquiry volumes, geographic activity, and product distribution. • Integrate and work with multiple data sources: Build and maintain integrations with external systems and ensure data consistency and reliability across pipelines. • Collaborate in a fast-changing environment: Work closely with product in a highly iterative setup with no fixed long-term roadmap. • Ensure engineering quality: Write clean, maintainable code with a strong focus on testing culture. • Leverage modern tooling and AI: Use AI tools as part of the development process, treating them as an active part of the workflow.

• Agent Inquiry Support: Serve as the primary contact for all commission-related questions. You’ll handle phone calls and emails, explaining commissions clearly and professionally. • Discrepancy Resolution: Proactively identify, investigate, and resolve complex commission discrepancies. • Carrier & Team Collaboration: Partner with internal team members and external insurance carriers to facilitate the processing of adjustments, missing payments, and account reconciliations. • Support: Perform ad hoc assignments and projects assigned by management to support the team’s responsibilities and goals. • Data Integrity: Maintain accurate records of adjustments and communications to ensure a transparent audit trail for all commission activities.

• Architect Data Pipelines: Design and own the systems responsible for processing massive datasets from 130+ different carriers, ensuring high availability and reliability • Master Data Complexity: Build robust logic to handle various data configurations, ensuring accuracy in our crucial commission and platform features • Ensure Data Quality: Implement advanced patterns and monitoring to identify and resolve data quality issues before they impact the business • Scale Asynchronous Systems: Optimize our event-driven architecture to ensure seamless, real-time data processing at scale • Cross-Functional Ownership: Collaborate with Finance and Business teams to translate complex data requirements into scalable technical solutions

• 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. • Help agencies gain access to over 130 carriers across personal and commercial insurance lines. • Collaborate cross-functionally with internal teams to ensure a smooth onboarding experience.

• Manage and grow a portfolio of carrier and MGA partnerships • Build and execute strategies that increase agency quoting, binding, and engagement • Lead monthly Partnership Business Reviews (PBRs) and present performance insights • Develop proactive campaigns (email, text, in-app) to drive partner adoption • Promote assigned carriers internally through trainings, appetite messaging, and visibility pushes • Work closely with Account Managers to identify high-potential agencies and boost placement • Analyze quote/bind trends to uncover opportunities for premium lift • Collaborate with Product, Operations, and Marketing on partner needs and workflow improvements • Support partner expansions, new product rollouts, re-launch campaigns, and incentive initiatives • Maintain strong partner satisfaction and uphold First Connect’s best-in-class partnership experience

• Perform monthly bank reconciliations to ensure high levels of accuracy in all financial records. • Proactively investigate and resolve discrepancies between carrier payments and bank statements. • Establish and maintain data validation protocols to ensure "single source of truth" integrity across all reporting platforms. • Ensure data accuracy to provide a reliable foundation for critical business decisions • Manage and process monthly agent commissions accurately and on schedule. • Audit and maintain the accuracy of Carrier rates and Agent commission rates within the First Connect Portal to ensure 100% accuracy in automated commission calculations. • Serve as the primary point of contact for complex or escalated commission-related inquiries. • Assist the Accounting team during the monthly financial closing process • Use data-driven analysis to identify business trends, financial insights, and opportunities for growth. • Collaborate with Product and Operations to identify and implement process improvements that enhance financial reporting and workflow efficiency • Partner with stakeholders to gather data and provide actionable financial insights to Senior Management. • Adhoc Projects and Reports as requested

• Serve as the primary point of contact for clients after onboarding • Develop and maintain strong relationships with key-stakeholders • Schedule, coordinate, and conduct agent training sessions • Identify opportunities for upselling, cross-selling, and new business development • Use data-driven analysis to identify trends and opportunities for growth • Collect and communicate feedback from training sessions to relevant departments to drive improvements • Improve agency production by training new agencies and identifying/removing obstacles affecting current production • Identify high performing agencies and work collaboratively with other internal teams to ensure a smooth transition to additional points of contact. • Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes