Teams at First Connect Insurance

Convert insurance agency leads into active platform users through high-volume outreach, agency qualification, licensing and E&O verification, contract execution, onboarding, and integration support. Present platform benefits, facilitate carrier access, and collaborate with internal teams to ensure smooth agency activation. The role requires insurance sales experience, an active license, strong communication, and proficiency navigating multiple software platforms.

Manage and grow carrier and MGA partnerships, driving agency quoting, binding, engagement, and premium growth. Lead partnership business reviews, develop adoption campaigns, promote carriers through training and messaging, analyze performance trends, and identify placement opportunities. Collaborate with Account Management, Product, Operations, and Marketing on partner needs, workflow improvements, product launches, and incentives while maintaining strong partner satisfaction.

Own the strategy and roadmap for First Connect’s insurance platform, including agency-to-producer migration, organization structures, roles and permissions, compliance workflows, sign-in, and account management. Lead cross-functional execution with engineering, design, business, and major agency partners. Coordinate dependencies across teams, establish product operating practices, define success metrics, and deliver scalable platform capabilities for growing agencies.