Openly is hiring an Agency Onboarding Associate to own the successful integration of new agency partners. You will guide agencies from initial onboarding to becoming fully credentialed and premium-producing, managing their performance and engagement throughout the critical first 90 days.

What You'll Do

Manage agency onboarding and training for new agencies and agents within existing agencies.
Drive meetings to set mutual growth & quality goals with agencies 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.
Track agency results with quoting, binds, Hearts, and other quality metrics that impact agency performance.
Partner with Product & Shared Services team on feedback from the field.
Objection handle with agencies on struggles and concerns during onboarding.
Identify areas of growth opportunity within the agency in the first 90 days and manage a smooth handoff to the ASM in the market.

What We're Looking For

Must be able to multitask and problem-solve.
2+ years of Property & Casualty insurance carrier experience with a strong background in sales.
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.

Technical Stack

Microsoft products
Google products
CRM

Team & Environment

You will work alongside the existing ASM team and partner with the Product & Shared Services team.

Benefits & Compensation

Remote-First Culture
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
401K Company Contribution - Openly contributes 3% of the employee's gross income
Work-from-home stipend - $1,500 allowance
Annual Professional Development Fund: $2,000 per year
Be Well Program - $50 per month
Paid Volunteer Service Hours
Referral Program and Reward
Target Salary Range: $59,520 - $70,680 USD. Full Salary Range: $55,800 - $93,000 USD.

Work Mode

This is a remote position open to candidates in the United States.

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.