Customer Experience Associate (Remote)
Age BoldSalary not specified
- Full Time
- Entry Level & New Grad
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
Candidates should possess a high school diploma or equivalent, and demonstrate a strong understanding of insurance principles and agency operations. Experience in a customer-facing role, particularly within the insurance or financial services industry, is preferred. Excellent communication and interpersonal skills are essential, along with the ability to manage multiple priorities and work independently.
Responsibilities
The Agency Onboarding Associate will manage the onboarding process for new agency partners, including coordinating training sessions, setting mutual growth goals, and tracking agency performance. They will engage with agency partners and producers through scheduled check-ins and daily outbound calls, leveraging data to ensure agencies meet their production goals. This role also involves collaborating with the existing ASM team, providing feedback to the Product & Shared Services team, and addressing objections from agencies regarding onboarding challenges, while demonstrating a passion for educating new agency principals, agents, and support staff.
Skills
Agency onboarding
Training management
Data analysis
Customer relationship management
Goal setting and tracking
Communication
Record keeping
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.
Key Metrics
Boston, MassachusettsHeadquarters
2017Year Founded
$231.2MTotal Funding
SERIES_DCompany Stage
Data & Analytics, Financial ServicesIndustries
201-500Employees