Account Manager I - Sign Up Team
Core
Convert new leads into active users of a digital insurance platform for independent agents by managing the sign-up and onboarding process.
Role type
Account Manager (Sales/Onboarding)
Builds
Digital insurance platform access for independent agents
Domain
Insurance Technology (InsurTech)
Deliverable
client delivery
Required skills
insurance sales, lead generation, contract execution, agency vetting, multi-channel communication (calls, email, SMS), software navigation (via careerplan.io/jobs/5128371008-account-manager-i-sign-up-team-at-firstconnectinsurance)
Preferred skills
remote work experience, Spanish proficiency
Technologies
CRM/Lead management platforms, communication tools
Responsibilities
Conduct high-volume outreach to prospective agencies, vet agency fit and licensing, facilitate sign-up and contract execution, support onboarding and integration of agencies, collaborate with internal teams for smooth onboarding