Agency Onboarding Associate (Remote, US)

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

Job summary

Join a leading insurance company as an Agency Onboarding Associate, managing the onboarding process for new agency partners. You'll ensure agencies meet production goals while fostering a customer-centric approach. Enjoy a remote-first culture with competitive compensation and comprehensive benefits.

Benefits

Remote-first culture

Comprehensive health plans

Paid parental leave

401K contributions

Home office stipend

Professional development funds

Wellness program

Volunteer hours

Referral rewards

Qualifications

• At least 2 years of Property & Casualty insurance experience with a sales background.
• Strong organizational and negotiation skills.
• Excellent communication skills for diverse audiences.

Responsibilities

• Manage agency onboarding and training programs.
• Engage regularly via check-ins and outbound calls.
• Track performance metrics such as quoting, binding, and quality indicators.

Skills

Multitasking

Problem Solving

Organizational Skills

Negotiation Skills

Communication

Customer-Centric Mindset

Knowledge of Insurance Products

Tools

Microsoft Tools

Google Tools

CRM Software

Job description

Agency Onboarding Associate (Remote, US)

Join to apply for the Agency Onboarding Associate (Remote, US) role at Openly.

Openly is rebuilding insurance from the ground up, focusing on enhancing the customer experience. We seek a talented, curious, and empathetic team to support our growth across various domains including technology, data science, product, marketing, sales, service, claims, and finance.

Why Join Openly?

• Rapid expansion, thriving in 24 states with thousands of satisfied agents and policyholders.
• Supported by leading investors like Google’s Gradient fund, Allianz X, and others.
• Opportunity to influence the company's future and revolutionize the insurance industry.

Learn more about our mission through this company pitch video.

Job Overview

The Agency Onboarding Associate manages the onboarding process for new agency partners, guiding them from initial training to full credentialing and performance ramp-up within the first 90 days. The role ensures agencies meet or exceed production goals, providing a critical link in our growth strategy.

Key Responsibilities

• Manage agency onboarding and training programs.
• Set and track mutual growth and quality goals with agencies.
• Engage regularly via check-ins and outbound calls.
• Utilize data to monitor agency performance during the first 90 days.
• Maintain detailed records of goals and results.
• Coordinate with the ASM team to communicate nuances and expectations.
• Track performance metrics such as quoting, binding, and quality indicators.
• Gather and relay field feedback to Product & Shared Services teams.
• Address objections and concerns during onboarding.
• Educate and train agency principals, agents, and support staff.
• Identify growth opportunities and facilitate smooth handoffs to the market team.
• Foster an agency-first approach to ensure success.

Minimum Requirements

• Ability to multitask and solve problems efficiently.
• At least 2 years of Property & Casualty insurance experience with a sales background.
• Passion for supporting partner agencies.
• Strong organizational and negotiation skills.
• Excellent communication skills for diverse audiences.
• Customer-centric mindset to build trust quickly.
• Knowledge of insurance products; quick learner of additional knowledge.
• Proficiency in Microsoft, Google tools, and CRM software.

Compensation & Benefits

The salary range is $59,520—$70,680 USD, with actual pay based on experience and skills. The full salary range is $55,800—$93,000 USD. Benefits include remote-first culture, competitive salary and equity, comprehensive health plans, paid parental leave, 401K contributions, home office stipend, professional development funds, wellness program, volunteer hours, and referral rewards.

Eligible candidates are U.S. citizens, Green Card holders, or authorized to work in the U.S. and residing in the U.S. We are an equal opportunity employer committed to diversity and inclusion.

We use AI to streamline applications and scheduling, ensuring a smooth candidate experience while maintaining all hiring decisions with our team.