Openly is rebuilding insurance from the ground up, re-imagining, and improving every aspect of the customer experience. Doing this requires a rapidly growing team of amazing, curious, empathetic people with a wide range of skill sets--spanning technology, data science, product, marketing, sales, service, claims handling, finance, etc.
And now is the perfect time to join the journey. Here’s why:
- It’s working. We’re now in ten 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 $40M Series B fundraise in December and have years of cash runway in the bank. We’re backed by some of the top investors in the world--including Google’s “Gradient” AI-focused fund, Obvious Ventures (Beyond Meat, etc.), and Advance Venture Partners.
- 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 from a company pitch we gave several years ago at Techstars. It’s outdated (before the initial product launch!) but still telegraphs the journey we’re on.
Job Details
The Operations Support Associate will play a key role in supporting the Business Development Team with the independent agent appointment process, perform compliance reviews of agency documentation and perform other ad-hoc support functions to support the sales cycle.
Key Responsibilities
- Monitor email and internal communications channels to gather and provide status updates of documents required for agent appointments.
- Locate and upload agency appointment documents into CRM platform
- Monitor for expiration for Errors and Omissions policies and agency state licenses
- Provide reporting to the Business Development Team of agency activity through the various stages of the sales pipeline
- Monitor internal agent’s licenses and proactively work with leadership to ensure license renewals are handled in a timely manner
- Assist agents with issues arising from the policy download process
- Approve the daily batches of policy documents prior to being mailed to policyholders
- Perform administrative tasks with the CRM platform and document collection system to ensure data integrity
- Coordinate and manage hierarchical account linkage to ensure proper reporting and commission compensation
- Serve as a subject matter expert during onboarding of newly appointed agents
Requirements
- A Bachelor’s degree with at least 1 year of working experience, insurance experience is a plus
- Good command of Microsoft Excel. ERP software knowledge a plus.
- Self-starter mentality with strong time-management skills
- Strong intellectual curiosity and a desire to help others solve problems
- Excellent organizational abilities, attention to detail, strong written and oral communication skills
- Able to excel in a fast-paced environment and be adaptable to changing responsibilities and priorities
- Customer-centric mindset with the ability to quickly establish trust and credibility
Benefits
- Competitive salary, corporate bonus program, equity position in a start-up company
- Generous medical, dental, vision insurance plans, 401k corporate contribution, FSA benefits
- Generous and fully company-paid parental leave policy
- “Work-from-anywhere” company that has fully embraced remote working, even prior to COVID restrictions
- Paid Time Off
- Fun, fast-paced, startup environment
U.S. Citizens, Green Card Holders, and those authorized to work in the U.S. for any employer 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, in accordance with applicable law.
