Agency Onboarding Associate (Remote, US) at Openly

United States

Apply Now

Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, InsurtechIndustries

Requirements

Must be able to multitask and problem-solve
2+ years of Property & Casualty insurance carrier experience with a strong background in sales
Passion for education and training new agency principals, agents, and support staff to success
Strong organizational, negotiation, and value-based selling skills

Responsibilities

Responsible for managing agency onboarding and training for new agencies and agents within existing agencies
Drive meetings to work with agencies to set mutual growth & quality goals and track results
Consistently engage with agency partners and producers via scheduled check-ins and daily outbound calls
Leverage data within dashboards 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

Skills

Key technologies and capabilities for this role

Agency OnboardingPartner ManagementCustomer ServiceCommunicationCRMInsurance ProcessesTeamworkEmpathy

Questions & Answers

Common questions about this position

Is this Agency Onboarding Associate position remote?

Yes, the position is remote for US-based candidates.

What are the company's core values at Openly?

Openly's core values are Integrity, Empathy, Teamwork, Curiosity, and Urgency.

What does the Agency Onboarding Associate role entail?

The role involves managing agency onboarding and training, driving meetings to set growth goals, engaging with partners via check-ins and calls, leveraging data dashboards, and keeping detailed records.

What qualities does Openly look for in candidates?

Openly seeks candidates with Integrity, Empathy, Teamwork, Curiosity, and Urgency, along with collaboration, communication, and a focus on work-life balance.

What is the salary or compensation for this role?

This information is not specified in the job description.

Openly

Home and landlord insurance solutions provider

About Openly

Openly modernizes the home and landlord insurance market by providing premium insurance products through independent agents. Their policies, underwritten by a financially stable carrier, focus on comprehensive coverage for homeowners and landlords. Openly uses advanced technology and data analytics to offer accurate pricing and better risk assessment, ensuring clients receive fair premiums and quality service. The company aims to simplify the insurance process, making it easy for clients to manage their policies while enhancing customer satisfaction.

Boston, MassachusettsHeadquarters

2017Year Founded

$231.2MTotal Funding

SERIES_DCompany Stage

Data & Analytics, Financial ServicesIndustries

201-500Employees