Agency Onboarding Associate

Openly; United States; Remote; USD 59,000 - 71,000; Full time

Job summary

Join a leading company as an Agency Onboarding Associate, where you will manage new agency partners' onboarding and training. This role is critical in ensuring agencies meet production goals while providing exceptional support. With a competitive salary range and a focus on employee well-being, Openly is committed to fostering a supportive work environment.

Benefits

Comprehensive Medical, Dental, and Vision Plan

401K Company Contribution

Work-from-home stipend

Annual Professional Development Fund

Be Well Program

Competitive PTO

Parental Leave

Qualifications

• 2+ years of Property & Casualty insurance experience.
• Strong organizational and communication skills.

Responsibilities

• Manage agency onboarding and training.
• Engage with agency partners through check-ins.
• Track agency performance metrics.

Skills

Multitasking

Problem-Solving

Negotiation

Communication

Customer-Centric Mindset

Education

Property & Casualty Insurance Experience

Tools

Microsoft Products

Google Products

CRM

Job description

Join to apply for the Agency Onboarding Associate role at Openly

Join to apply for the Agency Onboarding Associate role at Openly

This range is provided by Openly. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$59,520.00/yr - $70,680.00/yr

Openly is rebuilding insurance from the ground up. We are re-envisioning and enhancing every aspect of the customer experience. Doing this requires a rapidly growing team of exceptional, curious, empathetic people with a wide range of skill sets, spanning technology, data science, product, marketing, sales, service, claims handling, finance, etc.

Now is the perfect time to join Openly. Here’s why:

• Established success, rapid expansion. Openly thrives in 24 states, powered by thousands of satisfied independent agents and policyholders, and continues to expand its reach across the country.
• Strategic growth backed by leaders in innovation. Openly is supported by some of the world’s leading investors, including Google’s “Gradient” AI-focused fund, Allianz X, Eden Global Partners, Advance Venture Partners, Obvious Ventures, Clocktower Technology Ventures, and Point Judith Capital.
• Help shape Openly’s future. With a strong foundation, Openly offers unparalleled opportunities to directly influence our trajectory and make a significant impact as we continue to scale and revolutionize the insurance industry.

If you’d like to understand more about Openly’s mission, consider checking out this video (https://vimeo.com/267654520) from a company pitch we gave several years ago at Techstars.

The Agency Onboarding Associate is responsible for successfully onboarding new agency partners and getting them started from initial onboarding and training to fully credentialed, ramped, and premium producing. This role manages all of Openly’s newly appointed agency partners during their first 90-days and ensures they are meeting or exceeding their required minimum production goals. Opportunities to join a team like this don’t come up often, so if this sounds right up your alley, then keep reading and join our ever-growing team!

Key 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 Agency Success 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 state
• Agency first mindset. Set the agency up for success

Key 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

The target salary range represents the budgeted salary range for this position. Actual compensation for this position will be determined based on the successful candidate's experience and skills. We are committed to providing a compensation package that not only reflects the responsibilities and requirements of the role, but also the unique expertise that the chosen candidate will bring to our team.

Target Salary Range

$59,520 - $70,680 USD

The full salary range shows the min to max salary range for this position. Actual compensation will be commensurate with experience and qualifications and determined based on various factors including the candidate's qualifications, skills, and experience.

Full Salary Range

$55,800 - $93,000 USD

• 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
• 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.

U.S. Citizens, Green Card Holders, and those authorized to work in the U.S. for any employer and currently residing in the US will be considered.

• Openly is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Openly is an E-Verify Employer in the United States. Openly will make reasonable accommodations for qualified individuals with known disabilities under applicable law.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Customer Service

• Industries

  Insurance and Financial Services

Referrals increase your chances of interviewing at Openly by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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