Manager of Agency Success

About First Connect:

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 120 carriers, selling various insurance policies, including home, auto, small business, and more. We’re on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We’ve got thousands of active agents with hundreds joining monthly and we plan to accelerate our growth.

Role Overview:

We’re searching for an experienced and strategic Manager of Agency Success to lead and optimize our agency partnership programs. In this role, you’ll oversee the performance of our agency partners, build strong relationships, and ensure mutual success for both agencies and our business. You’ll work cross-functionally to deliver innovative solutions, drive growth, and enhance the overall agency experience.

What You’ll Do:

• Lead and mentor a team of account managers, setting performance goals and providing ongoing coaching to enhance their capabilities.

• Foster a collaborative and growth-oriented team culture.

• Address escalations and promptly resolve issues to ensure agency satisfaction.

• Develop and implement strategies to improve agency engagement, retention, and growth.

• Identify opportunities to expand agency partnerships through upselling and cross-selling initiatives.

• Stay informed about market trends and the competitive landscape to proactively adapt strategies.

• Define and track key performance indicators (KPIs) to measure team success.

• Analyze agency performance data to identify trends, opportunities, and areas for improvement.

• Prepare and present regular reports to senior leadership on account management program outcomes and initiatives.

• Standardize workflows and processes to enhance the agency experience and ensure scalability.

• Partner with internal teams (e.g., product, marketing, and operations) to deliver tools and resources that empower the account management team.

• Continuously refine program offerings based on feedback and performance insights.

What You Bring:

• Bachelor’s degree or equivalent work experience.

• 5+ years of experience in agency management, account management, or a related role, with at least 2 years in a leadership capacity.

• Demonstrated success in driving growth through partnerships or client relationships.

• Strong analytical skills and a data-driven approach to decision-making.

• Exceptional communication and relationship-building abilities.

• Proficiency in CRM platforms and other relevant tools.

• Licenses and/or Certifications: TDI P&C license and CPCU and/or CIC designation desirable.

Benefits & Perks:

First Connect treats its team members with the same level of dedication and care as we do our customers, which is why we’re fortunate to provide our team with:

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.

• A 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).

• 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.

The base pay range for the role is $100,000 - $120,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs, and market demands.

First Connect is an equal-opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.

Applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any First Connect applicant who requires reasonable accommodations during the application process should contact the First Connect People Team to make the need for an accommodation known.