Teams at First Connect Insurance

Manage and grow relationships with independent insurance agents on First Connect's platform. Train agencies on carriers/products, drive production and upsell opportunities, use data to identify growth trends, collect feedback, and collaborate internally to remove obstacles and transition high performers to additional contacts.

Manage and grow production for assigned independent insurance agencies by training staff, driving sales and cross-sell opportunities, leveraging data to identify growth, maintaining carrier/product knowledge, and meeting/exceeding sales targets.

Manage and grow relationships with onboarded independent insurance agents to increase production. Deliver individualized training, identify cross-sell opportunities, meet sales targets, advise on carrier appointments and commissions, and use data and feedback to improve agent performance and training practices.