Agency Onboarding Associate

Summary

Join Openly as an Agency Onboarding Associate and play a pivotal role in successfully onboarding new agency partners. You will manage all aspects of onboarding, from initial training to full credentialing, ensuring partners meet production goals within their first 90 days. This role involves setting mutual growth goals, tracking results, engaging with partners through check-ins and calls, and leveraging data to maintain progress. Collaboration with the ASM team and other departments is crucial for success. You will also identify growth opportunities and manage handoffs to the ASM. This position requires a passion for education and training, a customer-centric mindset, and strong communication and sales skills. Openly offers a remote-first culture and a comprehensive benefits package.

Requirements

• Must be able to multitask and problem-solve
• 1+ years of inside sales experience with a proven track record of reaching and exceeding KPIs through a consultative sales approach
• 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

Preferred Qualifications

• Experience in training clients on company products and platforms preferred
• Property & Casualty insurance carrier experience preferred
• A passion for helping partner agencies

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
• Parental Leave - up to 8 weeks (320 hours) of paid parental leave based on meeting eligibility requirements
• 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
• Be Well Program - Employees receive $50 per month to use towards your overall well-being
• Paid Volunteer Service Hours
• Referral Program and Reward