Agency Success Manager @ 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.

Now is the perfect time to join the journey. Here’s why

It’s working. We’re in multiple states and on our way to operating countrywide. We have thousands of agents selling our product and millions of dollars of annual customer premiums.
We’re well-backed & stable. We closed our $100M Series D fundraise. We are supported by some of the top investors globally, including Google’s “Gradient” AI-focused fund, Obvious Ventures, Advance Venture Partners, Eden Global Partners, and Clocktower Technology Ventures.
It’s not too late! Despite this traction and stability, we’re still early enough in the journey that there’s time to make a real difference during Openly’s formative period.

If you’d like to understand more about Openly’s mission, consider checking out this video (https://vimeo.com/267654520) from a company pitch we gave several years ago at Techstars.

Job Details

Openly is looking for an Agency Success Manager (ASM), dedicated to Arizona, New Mexico, and Utah. To be considered for this role, candidates must be residing in the state of Arizona.

The ASM is responsible for profitable growth, specifically by maximizing sales production and strengthening relationships with new and existing agencies. This critical role operates within the Openly sales organization by collaborating with team members to execute onboarding support 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, then keep reading and join our ever-growing team!

On a given day, an ASM will:

Review emails and plan the day, laying a strategic groundwork.
Connect with agency reps via digital and in-person meetings, exploring Openly’s solutions for mutual wins.
Collaboratively set ambitious goals, navigating challenges with resilience.
Analyze agency data to spotlight successes and strategize improvements, blending analysis with empathy.
Log detailed interactions in Salesforce, setting the stage for effective follow-up and strategy.
Balance strategy, relationship building, and data insights, facing challenges with determination.
Focus on shared successes, making every interaction an opportunity for impactful contributions.

Key Responsibilities

Engage with existing Openly Agent Partners to enhance and maximize sales results
Support existing Openly agent partners with developing marketing campaigns
Create and implement strategies and goals to increase new business production.
Support Business Development Managers with larger agency appointments
Manage assigned territory to drive profitable growth and achieve financial goals
Review and analyze territory trends to identify, communicate and act on data
Collaborate with other functions at Openly to drive industry-leading agent experience for Openly’s agent partners

Requirements

3+ years of outstanding sales performance with the ability to drive results and innovate in a fast-paced and dynamic environment
2+ years of insurance carrier experience
Property & Casualty Insurance Producer License preferred, or the ability to get one within the first three (3) months of employment
Established agency network within Arizona
Travel up to 50% in assigned territory based on the business needs
Proven 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

#LI-HKI

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

$74,205—$87,300 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

$65,475—$109,125 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
Competitive PTO - 20 days and 11 paid holidays (including floating holidays) per year under the Company’s vacation and holiday policies.
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.

6 month growth

1 year growth

2 year growth