
First Connect Insurance Services
is hiring
Strategic Operations Associate
About Our Company
First Connect is a modern digital marketplace connecting independent agents with more than 150 top carriers, MGAs, and wholesalers. Agents get the carrier access, tech, and support they need to win. Carriers get vetted, appetite-matched agents who deliver profitable business.
When both sides have the right tools, the industry moves. Everyone writes more business, policyholders get better coverage at better prices, and insurance keeps growing in the right direction.
Engineered by insurance experts. Built for this.
Our platform streamlines operations through innovative technology, automating processes and enhancing efficiency for independent agents. Combined with exceptional agent support, we help agencies focus on what matters most: serving their clients.
Join us to experience a better way to grow your agency.
Job Description & Responsibilities
Role Overview:
This is a foundational operations role focused on driving First Connect's strategic priorities through data-driven decision-making. You will own specific strategic projects end to end — from diagnosing what's driving performance, to prioritizing and planning initiatives, to rolling up your sleeves and executing them. This is a highly hands-on position: you won't just coordinate work, you'll do it. The ideal candidate is analytically sharp, comfortable with ambiguity, and motivated by seeing a metric move because of work they drove themselves.
What You'll Do:
Diagnose & Prioritize
Dig into data independently to understand what's driving a business metric and why
Form a real point of view on which initiatives would move the metric, backed by analysis, not intuition
Make the case for what should be prioritized and why
Plan & Execute
Turn your point of view into a concrete project plan with clear deliverables and success metrics
Drive execution: coordinate with Sales, Marketing, Product, and Finance, and do hands-on operational work yourself
Navigate ambiguity and keep initiatives moving even without direct authority over the teams involved
Measure & Adjust
Track KPIs after launch and communicate clearly whether initiatives are working
Diagnose what's not working and recommend concrete changes
Build repeatable ways to analyze and report on metrics over time
Example Projects:
Build a picture of the onboarding funnel from day 60–120. What % of agencies get 1:1 human outreach? Does the number or timing of outreaches correlate with agency productivity? How should we deploy sales capacity differently to pull agencies through the funnel?
Analyze our agency base to find segments with high potential for increasing revenue. Then work with Sales leadership to launch targeted outbound campaigns, and track whether they move the needle.
Partner with our Account Management leadership to set tactical, weekly KPIs that ladder up to the company's top line goals. Then design and build the dashboards to give leadership visibility into how we're doing.
Requirements
What You Bring:
3-5+ year's experience operating in a fast-paced, analytically rigorous environment in management consulting, investment banking, or a high-growth tech company
Comfort with Excel required; SQL is a plus
The ability to look at a messy dataset and form an actual opinion about what it means for the business (not just summarize what it says)
A bias toward getting into the weeds: this role does real operational work, not just analysis
Comfort with navigating ambiguity without much formal authority
Strong written and verbal communication skills
What we offer
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)
Work-From-Home Stipend — Employer-provided WFH equipment and an $85 monthly expense stipend to ensure you're set up for success
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


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