Agency Onboarding Associate

Summary

Join Openly, a rapidly growing insurance company, as an Agency Onboarding Associate. You will be responsible for onboarding new agency partners, ensuring they meet production goals within their first 90 days. This involves managing training, setting goals, tracking results, and providing ongoing support. You will collaborate with internal teams and leverage data to optimize agency performance. The ideal candidate possesses 2+ years of P&C insurance experience, strong sales and communication skills, and a customer-centric approach. Openly offers a competitive salary, comprehensive benefits, and a remote-first culture.

Requirements

• Must be able to multitask and problem-solve
• 2+ years of Property & Casualty insurance carrier experience with a strong background in sales
• A passion for helping partner agencies
• Strong organizational, negotiation, and value-based selling skills
• Strong oral and written communication with the ability to manage large and small audiences, whether remote or in-person
• A customer-centric mindset with the ability to quickly establish trust and credibility
• Insurance product knowledge and the ability to gather additional knowledge rapidly
• Proficiency with Microsoft and Google products along with experience working with a CRM

Responsibilities

• Responsible for managing agency onboarding and trainings
• 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 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
• Passion for education and training new agency principals, agents, and support staff
• Identify areas of growth opportunity within the agency in the first 90 days and manage a smooth handoff to the ASM in the market
• Agency first mindset. Set the agency up for success

Benefits

• Remote-First Culture - We supported #remotelife long before it was a given. We'll keep promoting it
• Competitive Salary & Equity
• Comprehensive Medical, Dental, and Vision Plan Offerings
• Life and disability coverage including voluntary options
• Competitive PTO - 20 days and 11 paid holidays (including floating holidays) per year under the Company’s vacation and holiday policies
• Parental Leave - up to 8 weeks (320 hours) of paid parental leave based on meeting eligibility requirements (Birthing parents may be eligible for additional leave through STD)
• 401K Company Contribution - Openly contributes 3% of the employee's gross income, even if the employee does not contribute
• Work-from-home stipend - We provide a $1,500 allowance to spend on setting up your home workplace
• Annual Professional Development Fund: Each employee has $2,000 in professional development (PD) funds to spend on activities or resources annually. We want each Openly employee to achieve personal and professional success and to feel supported, confident, and informed about improving their efficiency and productivity
• Be Well Program - Employees receive $50 per month to use towards your overall well-being
• Paid Volunteer Service Hours
• Referral Program and Reward
• Depending on position, Employees generally are eligible for cash incentive compensation, including commissions for sales eligible roles. In all cases, eligibility for compensation and benefits is subject to applicable plan and policy terms in effect from time to time