Agency 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. This includes managing agency onboarding and training for new agencies and agents within existing agencies. You will drive meetings to 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. You will leverage data within dashboards to keep agencies on track to perform in their first 90 days and keep detailed records of mutual goals with agencies. You will work alongside the existing ASM team to ensure appetite is well understood and state nuances are articulated during onboarding and education sessions with agents. You will track agency results with quoting, binds, Hearts, and other quality metrics that impact agency performance. You will also partner with the Product & Shared Services team on feedback from the field. The role involves objection handling with agencies on struggles and concerns during onboarding and identifying areas of growth opportunity within the agency in the first 90 days and managing a smooth handoff to the ASM in the market. An agency-first mindset is essential to set the agency up for success.