Agency Success Associate - Openly

About Openly

Ready for your next chapter? Build the future of insurance with a team that values simplicity, empathy, and innovation.

Openly is redefining the insurance experience, replacing decades of complexity with clarity and modern technology. We’re the insurance provider people trust and the partner independent agents choose.

Why Join Us?

• Technology that delivers: We use data to modernize underwriting and deliver tailored insurance solutions that fit how people actually live.
• Superior protection: Highly customizable coverage designed around what policyholders need.
• Effortless from quote to claim: Simple, intuitive workflows for independent agents and fast, human-centered care for policyholders.

Our Core Values

Our people are as important as our product. Collaboration, open communication, and work-life balance aren't just nice-to-haves, they’re at the core of how we operate.

We look for people driven by integrity, empathy, teamwork, curiosity, and urgency, because a great company starts with the right people.

Diversity, Equity, & Inclusion

We embrace individuality because everyone deserves to work somewhere they belong. We’re committed to building an inclusive culture that spans race, gender, age, religion, identity, and background.

The Role: Agency Success Associate

The Agency Success Associate (ASA) is responsible for profitable growth by increasing sales production and strengthening relationships with existing agencies. This critical role operates within the Openly sales organization by collaborating with team members to achieve 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, 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, underwriting risk classifications within the local markets to product, underwriting, and other Agency success partners.
• Delivery on key named account targets.

Be Loved

• Frequent (>120/month) engagements with agencies that delight them.
• Increase 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 120 times per month 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 (Sr ASM / ASM / Insurance Product) to improve the results of agencies.

Requirements

• 1+ years of experience of Property & Casualty Insurance with a strong background in sales.
• A passion for helping partner agencies.
• 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.
• Experience in a high volume sales environment.
• Strong sales results consistently exceeding revenue goals.
• 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.

Benefits

Great work happens when people feel supported. Our benefits are designed to care for you and your family at every stage of life.

• Remote-first culture: We supported remote work long before it became standard, and we remain dedicated to a flexible work model.
• Competitive pay & equity: Top-tier base salary paired with ownership in Openly’s growth.
• Comprehensive health coverage: Medical, dental, and vision plans tailored to you and your family.
• Life & disability insurance: Full coverage including voluntary supplemental options.
• Paid parental leave: Up to 8 weeks (320 hours) of paid parental leave for eligible employees (with additional disability coverage available for birthing parents).
• 401(k) company contribution: Openly contributes 3% of your gross income, regardless of whether you make personal contributions.
• Home office setup: A $1,500 upfront allowance to build your ideal remote workspace, plus a $75 / month internet stipend.
• Professional development: $2,000 annually to invest in courses, conferences, or resources to help you grow.
• "Be Well" program: A $50 / month stipend dedicated to your personal health and wellness.
• Volunteer hours & referral rewards: Paid time off to give back to your community, plus generous financial rewards for referring great talent.

Note: Select roles may also be eligible for cash incentives or sales commissions. Eligibility for all compensation and benefits is governed by applicable plan terms.

Our Hiring Process

Our process is designed to be transparent, respectful, and human. At every step, you’ll get to showcase your strengths, ask tough questions, and find out if Openly is the right fit.

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.

We strive to provide an exceptional applicant and candidate journey when you engage with us. In an effort to respond to applicants in a timely manner, we leverage AI to organize applications and resumes based on required and applicable skills and experience. To allow our applicants to drive their initial interview experience with us, we may leverage an AI-supported scheduling tool so you can choose when to meet with our team. While AI assists with efficiency, all hiring decisions are made by our team members. Rest assured, your data is protected according to privacy laws and company policies. Contact our recruitment team with any questions about our AI-assisted hiring process.