Teams at First Connect Insurance

Manage and grow production of onboarded independent insurance agents by training on carriers/products, driving cross-sales, hitting sales targets, using data to identify growth, and communicating feedback to improve training and appointments.

Own end-to-end digital campaign builds including drip automations, forms, landing pages, and emails in HubSpot. Execute remarketing and multi-channel incentive/product campaigns, run A/B and multivariate tests, monitor performance, produce reporting, and coordinate with Product, Growth, and Sales to align campaigns with carrier offerings.

Drive strategic, data-driven operations projects end-to-end: diagnose drivers of business metrics, prioritize initiatives, build project plans, execute cross-functional work, and measure outcomes with repeatable dashboards and KPIs.