Agent Relationship Specialist

Location: Boston, MA

Openly is building a next-generation insurance company from the ground up. We’re questioning the way things have been done in this industry for over a hundred years with an open mind to how customers want insurance to work—everything from how insurance is quoted & sold, to the back-end operations that frustrate everyone and waste money. Insurance is filled with many interesting problems that need a fresh perspective.

This isn’t something we’ve undertaken on a whim—the founding team brings executive-level experience from Liberty Mutual Insurance and Goldman Sachs, with mastery in actuarial science, computer engineering, math, and finance (MIT, Duke, and the University of Michigan). The rest of the team are key early hires who are experts in their respective fields of statistics, actuarial science, and engineering.

We were one of the 10 companies selected to the Boston Techstars 2018 class. You can watch our Demo Day video here to learn more about what we’re building:

Openly is looking a Agent Relationship Specialist to be one of the initial Customer Experience team members. This role will play a critical role in ensuring both customers and agency partners remain highly engaged Openly supporters. We are rethinking customer experience and are looking for someone who wants to be at the forefront of this change! The ideal candidate for this role will be someone who is energized and excited about working as part of the early stages of an insurtech startup company. This candidate will also really enjoy problem solving and working with a variety of internal teams while being able to put themselves in someone else’s shoes during challenging situations. Opportunities to join a team like this don’t come up often, so if this sounds right up your alley, then keep reading and join our ever growing team!

Who the ideal candidate is:

• Someone who really enjoys helping people solve problems quickly and creatively, exhibits
natural empathy and strong communication and listening skills.

• Someone with a strong intellectual curiosity and creative problem solving skills.

• Someone who is eager to learn and develop new skills and is very comfortable adapting to
the ever-changing environment.

• Someone who enjoys collaborating with all functions and departments within Openly.

• Someone who enjoys working in a fast paced, ever evolving environment – we are a
startup, so we will experiment with our processes and tools regularly!

• Someone who is self-motivated and can work autonomously with limited direction.

• Someone with good time management and prioritization skills

• Someone who is interested in learning how a startup operates.

• Insurance experience is a plus, but not required. The ability to obtain a MA property & casualty
producers license within the first four weeks is a requirement.

• Extra points for someone who has Spanish language skills.

More details on the role:

Agent Support:

  • Ensure agents continue to view Openly as a best in class homeowner insurance provider by addressing business questions timely, accurately and with empathy.

  • Quickly identify underwriting and technology questions that need to be escalated and transition these to the appropriate team.

  • Be adept and effective at communicating with agents across all communication mediums Openly offers; web chat, email and phone.

Customer Experience:

  • Gain a deep understanding of the Openly product offerings and have the ability to educate customers when contacted.

  • Problem solve and address complex, nuanced customer scenarios.

  • Accurately process customer endorsement and policy change requests.

  • Represent the customer when identifying internal process improvement opportunities to the rest of the Openly team.

Agent Acquisition:

  • Partner with the marketing team to identify new potential agencies that could partner with Openly and initiate appointment discussions.

  • Support marketing team with the agent appointment process.

  • Partner with marketing team to improve agency penetration with marketing support.

Overall Operational Support:

  • Enhance the customer and agent experience by ensuring billing accuracy and execution on a regular basis.

  • Partner with the Product team to complete home inspection reviews and scheduled item appraisal reviews to ensure coverage accuracy.

Benefits & Perks:

  • Competitive salary based on experience and equity in a fast-growing startup

  • Competitive benefits package including medical, dental, vision, STD, LTD, 401(k) match and flexible spending accounts

  • Fun, high energy startup environment located in Downtown Boston

  • Flexible PTO

  • Training, coaching and development with an eye towards upward growth and mobility within roles at a new, growing insurtech firm

How To Apply:

Please send your resume and a cover letter to