Remotery

Enablement Account Manager, CA

atFirst Connect Insurance ServicesRemoteUS flagCaliforniaFull-timeAccount ManagerMid-levelSenior$65k – $75k/year

Posted Jul 21

This is a fully remote position, open to applicants in California.

📋 Description

• Act as the main point of contact for the assigned Agencies.

• Routinely organize and facilitate individual agent training sessions.

• Meet and surpass established sales goals.

• Utilize cross-sale opportunities with your designated agents.

• Work collaboratively with the team to formulate and implement best practices.

• Employ data-driven strategies to pinpoint growth opportunities.

• Gather and relay feedback from training sessions to enhance improvements.

• Responsible for maintaining knowledge of all Carrier Markets and Products, Commission Structures, and Appointments.


⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Over 5 years of experience in P&C, specifically with Independent Agents.

• Proven experience in training and developing agency personnel.

• Must exhibit strong problem-solving skills and effective communication.

• Capable of assessing agency qualifications for appointments and providing recommendations.

• Background in selling and marketing P&C personal lines and commercial lines.

• Exceptional oral and written communication abilities, including the capacity to conduct formal presentations for various group sizes.

• Required Licenses and Certifications: TDI P&C license; CPCU and/or CIC designation is preferred.

• Self-driven; ability to work collaboratively is essential, but you should also excel independently without extensive guidance.

• Strong intellectual curiosity and a passion for problem-solving.

• Adaptable and willing to do what is necessary to achieve outstanding results.


🏝️ Benefits

• A variety of medical plans available, including 100% employer-covered dental; vision plans for team members and their families.

• A comprehensive 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 – Provision of WFH equipment and an $85 monthly expense stipend to ensure you are well-equipped for success.

• Equity — This position qualifies for equity compensation.

• Training and Career Growth — Opportunities for training and internal career advancement.

• Flexible Time Off — You have the autonomy to determine when and how to recharge.

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