Openly

Territory Manager - Insurance - CT/MA/NH (Remote in CT/MA/NH)

Morocco

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, InsurtechIndustries

Requirements

Candidates must reside in Connecticut, Massachusetts, or New Hampshire and have at least 3 years of outstanding sales performance with the ability to drive results and innovate in a fast-paced and dynamic environment. A minimum of 2 years of insurance carrier experience is required, along with an established agency network. A Property & Casualty Insurance Producer License is preferred or the ability to obtain one within three months of employment. The role requires travel up to 60% in the assigned territory and strong oral and written communication skills, negotiation abilities, value-based selling skills, and a customer-centric mindset.

Responsibilities

The Territory Manager, also known as an Agency Success Manager, is responsible for profitable growth by maximizing sales production and strengthening relationships with new and existing agencies. This role involves collaborating with team members to execute onboarding support and account penetration, enabling rapid adoption of Openly’s product, increasing sales productivity, and maintaining account retention. Key duties include engaging with existing agent partners to enhance sales results, supporting them with marketing campaigns, creating and implementing strategies to increase new business production, and supporting Business Development Managers with larger agency appointments. The manager will also manage the assigned territory to drive profitable growth and achieve financial goals, review and analyze territory trends to identify and act on data, and collaborate with other functions at Openly to drive an industry-leading agent experience.

Skills

Sales
Territory Management
Insurance
Customer Service
Relationship Management
Communication
Collaboration
Data Analysis
Problem-Solving

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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