Agency Onboarding Associate (Remote, US)
Openly
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Openly is rebuilding insurance from the ground up. We are re-envisioning and enhancing every aspect of the customer experience. Doing this requires a rapidly growing team of exceptional, curious, empathetic people with a wide range of skill sets, spanning technology, data science, product, marketing, sales, service, claims handling, finance, etc.
Now is the perfect time to join the journey. Here’s why
- It’s working. We’re in multiple states and on our way to operating countrywide. We have thousands of agents selling our product and millions of dollars of annual customer premiums.
- We’re well-backed & stable. We closed our $100M Series D fundraise. We are supported by some of the top investors globally, including Google’s “Gradient” AI-focused fund, Obvious Ventures, Advance Venture Partners, Eden Global Partners, and Clocktower Technology Ventures.
- It’s not too late! Despite this traction and stability, we’re still early enough in the journey that there’s time to make a real difference during Openly’s formative period.
If you’d like to understand more about Openly’s mission, consider checking out this video (https://vimeo.com/267654520) from a company pitch we gave several years ago at Techstars.
Job Details
The Agency Onboarding Associate is responsible for successfully onboarding new agency partners and getting them started from initial onboarding and training to fully credentialed, ramped, and premium producing. This role manages all of Openly’s newly appointed agency partners during their first 90-days and ensures they are meeting or exceeding their required minimum production goals. Opportunities to join a team like this don’t come up often, so if this sounds right up your alley, then keep reading and join our ever-growing team!
Key Responsibilities
- Responsible for managing agency onboarding and trainings
- Work with agencies to set mutual growth & quality goals and track results
- Leverage data to keep agencies on track to perform in their first 90 days
- Keep detailed records of mutual goals with agencies
- Work alongside the existing ASM team to ensure appetite is well understood and state nuances are articulated during onboarding and education sessions with agents
- Track agency results with quoting, binds, Hearts, and other quality metrics that impact agency performance
- Partners with Product & Shared Services team on feedback from the field
- Objection handle with agencies on struggles and concerns during onboarding
- Passion for education and training new agency principals, agents, and support staff
- Identify areas of growth opportunity within the agency in the first 90 days and manage a smooth handoff to the ASM in the market.
- Agency first mindset. Set the agency up for success.
Key Requirements
- Must be able to multitask and problem-solve
- 2+ years of Property & Casualty insurance carrier experience with a strong background in sales
- A passion for helping partner agencies
- Strong organizational, negotiation, and value-based selling skills
- Strong oral and written communication with the ability to manage large and small audiences, whether remote or in-person
- A customer-centric mindset with the ability to quickly establish trust and credibility
- Insurance product knowledge and the ability to gather additional knowledge rapidly
- Proficiency with Microsoft and Google products along with experience working with a CRM
#LI-HK1
Compensation & Benefits:
The target salary range represents the budgeted salary range for this position. Actual compensation for this position will be determined based on the successful candidate's experience and skills. We are committed to providing a compensation package that not only reflects the responsibilities and requirements of the role, but also the unique expertise that the chosen candidate will bring to our team.
The full salary range shows the min to max salary range for this position. Actual compensation will be commensurate with experience and qualifications and determined based on various factors including the candidate's qualifications, skills, and experience.
Benefits & Perks
- Remote-First Culture - We supported #remotelife long before it was a given. We'll keep promoting it.
- Competitive Salary & Equity
- Comprehensive Medical, Dental, and Vision Plan Offerings
- Life and disability coverage including voluntary options
- Competitive PTO - 20 days and 11 paid holidays (including floating holidays) per year under the Company’s vacation and holiday policies.
- Parental Leave - up to 8 weeks (320 hours) of paid parental leave based on meeting eligibility requirements
(Birthing parents may be eligible for additional leave through STD) - 401K Company Contribution - Openly contributes 3% of the employee's gross income, even if the employee does not contribute.
- Work-from-home stipend - We provide a $1,500 allowance to spend on setting up your home workplace
- Annual Professional Development Fund: Each employee has $2,000 in professional development (PD) funds to spend on activities or resources annually. We want each Openly employee to achieve personal and professional success and to feel supported, confident, and informed about improving their efficiency and productivity.
- Be Well Program - Employees receive $50 per month to use towards your overall well-being
- Paid Volunteer Service Hours
- Referral Program and Reward
Depending on position, Employees generally are eligible for cash incentive compensation, including commissions for sales eligible roles. In all cases, eligibility for compensation and benefits is subject to applicable plan and policy terms in effect from time to time.
U.S. Citizens, Green Card Holders, and those authorized to work in the U.S. for any employer and currently residing in the US will be considered.
Openly is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Openly is an E-Verify Employer in the United States. Openly will make reasonable accommodations for qualified individuals with known disabilities under applicable law.
This job is no longer accepting applications
See open jobs at Openly.See open jobs similar to "Agency Onboarding Associate (Remote, US)" Techstars.