Agency Success Manager

Summary

Join Openly as an Agency Success Manager, dedicated to Oregon and Missouri, and contribute to profitable growth by maximizing sales and strengthening relationships with agencies. Collaborate with team members to execute onboarding support and account penetration, enabling rapid adoption of Openly's product and increasing sales productivity. This critical role involves engaging with existing agent partners, supporting marketing campaigns, creating strategies to increase new business, and managing assigned territories to drive profitable growth. Analyze territory trends and collaborate with other functions to enhance the agent experience. Openly offers a remote-first culture, competitive salary and equity, and comprehensive benefits.

Requirements

• 3+ years of outstanding sales performance with the ability to drive results and innovate in a fast-paced and dynamic environment
• 2+ years of insurance carrier experience
• Property & Casualty Insurance Producer License preferred, or the ability to get one within the first three (3) months of employment
• Established agency network within Indiana
• Travel up to 80% in assigned territory based on the business needs
• Proven 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

• Engage with existing Openly Agent Partners to enhance and maximize sales results
• Support existing Openly agent partners with developing marketing campaigns
• Create and implement strategies and goals to increase new business production
• Support Business Development Managers with larger agency appointments
• Manage assigned territory to drive profitable growth and achieve financial goals
• Review and analyze territory trends to identify, communicate and act on data
• Collaborate with other functions at Openly to drive industry-leading agent experience for Openly’s agent partners

Benefits

• Monthly and quarterly variable incentive plans, in addition to a base salary
• 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