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.
Job Details
The Operations Support Associate will play a key role in supporting the Business Development Team with the independent agent appointment process and perform other ad-hoc support functions to support the sales cycle.
Key Responsibilities
- Serves as the first point of contact for the compliance system partner to; escalate issues, stay informed of upcoming system enhancements and functionality, and work to innovate the current platform to gain automation of workflows.
- Represents the Operations Support team in cross-functional groups.
- Monitors reporting for expired Errors and Omissions policies and agency state licenses and initiates process to obtain renewals.
- Performs administrative tasks with the CRM platform and document collection system to ensure data integrity.
- Manages agency network relationships to ensure proper disbursement of commission payments.
- Assists agents with issues arising from the policy download process.
- Supports the Agent Experience and Business Development teams across multiple communication channels.
Requirements
- Bachelor’s degree with at least 1 year of working experience, data entry experience is a plus
- A good command of Microsoft Excel. ERP software knowledge is 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 & Perks
- Competitive salary, corporate bonus program, equity position in a start-up company
- Company-sponsored medical, dental, vision insurance plans, short-term and long-term disability, life insurance, 401k with corporate contribution, and FSA plan
- Company-paid 12 weeks parental leave policy
- The company fully embraces the “work-from-anywhere in the US” mentality, even before COVID restrictions.
- Paid Time Off
- Fun, fast-paced, startup environment