Onboarding Associate (Remote, US)

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 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
• 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