National Agency Success Manager

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November 20

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Openly

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Insurance • Enterprise • Technology

Openly is a next-generation insurance provider focusing on homeowners insurance. They offer premium, comprehensive coverage through a network of independent agents, simplifying the process with technology. Openly aims to provide high-value home insurance with ease and transparency, enhancing the efficiency of their agency partners and improving customer satisfaction. Their approach is built on using technology to streamline quoting, customize policies, and provide excellent customer experiences.

201 - 500 employees

🏢 Enterprise

📋 Description

• Develop and execute strategic account plans to maximize partner engagement and revenue growth. • Cultivate and maintain strong relationships with key decision-makers and executives at strategic partners and agencies. • Act as the primary point of contact for high-priority or escalated strategic account issues. • Represent the company at industry events and conferences, fostering networking opportunities and building brand presence. • Utilize strong analytical skills to pull and interpret data from multiple sources including Salesforce and Data Studio. • Analyze in Excel to model scenarios and support decisions by identifying trends, opportunities, and areas for improvement. • Proactively identify partner needs and challenges, providing innovative solutions and support. • Present data-driven insights and recommendations to partners and internal teams. • Lead and manage complex projects from inception to completion, ensuring timely and successful outcomes. • Collaborate cross-functionally across other Openly teams to align on partner strategies and initiatives. • Oversee the entire implementation process for new clients to ensure a smooth transition and accelerate their time-to-value by driving quick product utilization. • Stay abreast of industry trends, competitive landscape, and market shifts to inform partner strategies.

🎯 Requirements

• 5+ years of experience in business development, account management, or strategic partnerships, preferably within a fast-paced technology or agency environment. • 3+ years of insurance experience with a carrier or agency • Advanced Excel skills, including data cleaning, pivot tables, lookups, and basic financial or business modeling • Excellent communication, presentation, and interpersonal skills, with the ability to build rapport and influence at all levels. • Exceptional problem-solving and critical thinking abilities, with a track record of developing effective solutions. • Experience in identifying opportunities to drive revenue growth and implementing growth plans • Strong project management skills, including the ability to manage multiple priorities and deadlines simultaneously. • Demonstrated ability to manage large, complex strategic partnerships and agencies. • Ability to work independently and as part of a collaborative team. • Eagerly seek new learnings and apply insights from challenging outcomes to continually iterate and strengthen long-term strategy. • Willingness and ability to travel up to 50% for industry events, conferences, and internal/external meetings.

🏖️ Benefits

• 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