National Agency Success Manager (Remote, US) at Openly

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, InsurtechIndustries

Requirements

Strong analytical mindset and exceptional problem-solving abilities
Best-in-class relationship and project management skills
Ability to effectively lead projects and translate complex data into clear, measurable outcomes and strategic actions
Proficiency in pulling and interpreting data from multiple sources including Salesforce and Data Studio
Strong Excel skills for modeling scenarios, identifying trends, opportunities, and areas for improvement

Responsibilities

Develop and execute strategic account plans to maximize partner engagement and revenue growth
Cultivate and maintain strong relationships with key decision-makers and executives at strategic partners and agencies
Act as the primary point of contact for high-priority or escalated strategic account issues
Represent the company at industry events and conferences, fostering networking opportunities and building brand presence
Utilize strong analytical skills to pull and interpret data from multiple sources including Salesforce and Data Studio
Analyze data in Excel to model scenarios and support decisions by identifying trends, opportunities, and areas for improvement
Proactively identify partner needs and challenges, providing innovative solutions and support
Present data-driven insights and recommendations to partners and internal teams
Lead and manage complex projects from inception to completion, ensuring timely and successful outcomes
Collaborate cross-functionally across other Openly teams to align on partner strategies and initiatives
Oversee the entire implementation process for new clients to ensure a smooth transition and accelerate their time-to-value by driving quick product utilization
Stay abreast of industry trends, competitive landscape, and market shifts to inform partner strategies

Skills

Business Development

Account Management

Customer Success

Sales

Communication

Collaboration

Insurance

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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