Agency Onboarding Associate (Remote, US) at Openly

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

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
Must be able to multitask and problem-solve

Responsibilities

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
Identify areas of growth opportunity within the agency in the first 90 days and manage a smooth handoff to the ASM in the market

Skills

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

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Parental Leave

401(k) Company Match

Home Office Stipend

Professional Development Budget

Wellness Program

Risks

Rapid expansion could strain operational capabilities and customer service quality.

New carrier launch may face regulatory challenges in 17 states.

Focus on technology exposes Openly to risks of tech failures or cyber threats.

Differentiation

Openly uses advanced data analytics for accurate pricing and risk assessment.

The company partners with independent agents for personalized service and expert advice.

Openly offers a streamlined quoting and claims process for enhanced customer satisfaction.

Upsides

Openly raised $100M in Series D funding to expand operations and business reach.

The company serves 30,000 independent agents across 21 states in the U.S.

Integration of AI in underwriting enhances risk assessment and customer satisfaction.

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