Agency Onboarding Associate (Remote, US)

Why Openly 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. The Openly Difference We created Openly because we saw an evident gap in the market for premium insurance made simple. Consumers deserve more complete coverage at competitive prices. The Price Difference: Using cutting-edge data and technology, we provide you with customizable, competitive prices to protect your most valuable assets. The Policy Difference: Coverages are truly customizable to meet your individual protection needs, for both standard coverages and optional add-ons. The Experience Difference: From tailored claims handling to highly responsive customer service, we are focused on making the home insurance purchasing process a better overall experience. Welcome to your next adventure. At Openly, our people are just as important as our product. For us, collaboration, communication, and work-life balance are more than nice-to-haves— they’re the must-haves that make us who we are. We believe a great company is the result of a shared set of values, so we look for these qualities in every candidate we hire. Integrity Empathy Teamwork Curiosity Urgency We've designed our hiring process with you, the candidate, in mind. At every step, you have the chance to present your strengths and learn more about what makes Openly a great place to work. We're committed to Diversity, Equity, & Inclusion We embrace individuality and believe diverse teams are winning teams. Our commitment to inclusion across race, gender, age, religion, identity, and experience drives us forward every day. Job Details 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 training for new agencies and agents within existing agencies Drive meetings to 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 within dashboards 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. Key Requirements Must be able to multitask and problem-solve 2+ years of Property & Casualty insurance carrier experience with a strong background in sales Passion for education and training new agency principals, agents, and support staff to success 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

Compensation & Benefits:

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 Benefits & Perks 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 (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. 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. We strive to provide an exceptional applicant and candidate journey when you engage with us. In an effort to respond to applicants in a timely manner, we leverage AI to organize applications and resumes based on required and applicable skills and experience. To allow our applicants to drive their initial interview experience with us, we may leverage an AI-supported scheduling tool so you can choose when to meet with our team. While AI assists with efficiency, all hiring decisions are made by our team members. Rest assured, your data is protected according to privacy laws and company policies. Contact our recruitment team with any questions about our AI-assisted hiring process.