An all-in-one insurtech platform that gives independent agents the tools they need to help grow their agencies fast.
Strategic Account Manager
Location
United States
Posted
1 day ago
Salary
$75K - $85K / year
Seniority
Senior
Job Description
Strategic Account Manager
First Connect Insurance Services
• Serve as the primary point of contact for clients within the assigned region. • Develop and maintain strong, long-lasting relationships with key stakeholders. • Regularly schedules, coordinates and conducts agent training sessions on 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. • Schedules, coordinates and conducts monthly internal meetings with staff to address agent touch points and new carrier updates. • Collects and communicates feedback from agent training sessions to appropriate department to drive improvements. • Responsible for improving 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. • Completes quarterly carrier evaluations to include production levels and incentive recommendations. • Responsible for knowledge of all Carrier Markets and Products, Commission Structures, Appointment.
Job Requirements
- Bachelor's degree or equivalent work experience.
- 5+ years experience marketing P&C including marketing to Independent Agents.
- Must have experience training and developing agency staff.
- Must demonstrate ability to problem solve and communicate well.
- Must be able 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.
- Must possess excellent written and oral communication and organizational skills including formal presentation skills before both small and large groups.
Benefits
- 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; 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 Off - You know when and how you should recharge
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