Success Associate (Remote, US)

The National ASA is an Inside Sales role responsible for profitable growth of Key National Accounts by increasing sales production and strengthening relationships with existing agencies. This critical role operates within the Openly sales organization by collaborating with the National Success Managers to support onboarding and account penetration, enabling rapid adoption of Openly’s product, increasing sales productivity, and maintaining account retention. Opportunities to join a team like this don’t come up often, so if this sounds right up your alley, keep reading and join our ever-growing team!

Key Responsibilities 

• Exceptional Agency Results
  • Drive exceptional results with agency partners for quality, growth, and retention.
  • Provide feedback about Rate, UW, risk classifications within the local markets to product, UW, and other ASM partners
  • Grow key National Accounts by engaging with and outbound calling agents and producers
• Be Loved
  • Consistent engagement with agencies that delight them
  • Initiate increased policies sales per agent, agent engagement, agent NPS, retention, and quality of book
  • Administer incentives (where applicable) and contests aimed at increasing sales profitably
• Day-to-day activities
  • Engage with agents digitally with phone calls, zoom meetings, video messages, texts, etc. to drive profitable growth in accounts
  • Move agents within segments up-channel in quality and quantity of production
  • Collaborate and execute with peers in the market (NSM / ASM / Insurance Product) to improve the results of agencies

Requirements

• 1+ years of experience with Property & Casualty Insurance with a strong background in sales
• A passion for helping partner agencies
• Ability to outbound call and set meetings with agents completing 120+ touchpoints per month
• Exceptional time management skills and ability to plan your daily activities
• Must be able to multitask and problem-solve
• Available for some travel as needed
• 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