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 must be able to multitask and problem-solve, with at least 1 year of inside sales experience and a proven track record of reaching and exceeding KPIs through a consultative sales approach. Property & Casualty insurance carrier experience is preferred, along with experience in training clients on company products and platforms. A passion for helping partner agencies is also required.
Responsibilities
The Agency Onboarding Associate will manage agency onboarding and trainings, working with agencies to set mutual growth & quality goals and track results. They will consistently engage with agency partners and producers via scheduled check-ins and daily outbound calls, leveraging data to keep agencies on track to perform in their first 90 days. This role also involves tracking agency results with quoting, binds, Hearts, and other quality metrics, partnering with the Product & Shared Services team on feedback from the field, handling objections with agencies, and identifying areas of growth opportunity within the agency. Finally, they will work alongside the existing ASM team to ensure appetite is well understood and state nuances are articulated during onboarding and education sessions with agents, maintaining an agency-first mindset and ensuring agencies are set up for success.
Skills
Customer Service
Communication
Collaboration
Empathy
Teamwork
Curiosity
Integrity
Work-Life Balance
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