Business Development Representative (Remote, US)
OpenlyAbout the role
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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.
Now is the perfect time to join the journey. Here’s why
- It’s working. We’re in multiple 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 $100M Series D fundraise. We are supported by some of the top investors globally, including Google’s “Gradient” AI-focused fund, Obvious Ventures, Advance Venture Partners, Eden Global Partners, and Clocktower Technology Ventures.
- 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 (https://vimeo.com/267654520) from a company pitch we gave several years ago at Techstars.
Job Details
Openly is looking for a Business Development Representative (BDR) responsible for generating new relationships with prospective agencies looking to sell Openly’s homeowner product. This critical role’s focus is to contact and develop relationships with potential agents while at the same time evaluating whether their business model aligns with Openly’s value proposition and seamlessly transition the agency through the Openly appointment process.
Watch what our Independent Agent Partners have to say about working with Openly in this testimonial video. 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!
Responsibilities
- Receive inbound leads and initiate the agency appointment process by triaging the
agency against Openly’s appointment process - Supplement the pipeline of agency appointments with outbound calls and email
campaigns - Cultivate relationships with the potential agency partners by providing an overview of Openly and understanding how Openly can fit into their business model
- Be able to do discovery and attain key metrics about agency and their business
- Build trust with agents by ensuring a seamless transition through the agency appointment process by adhering to Openly’s standard processes and setting
expectations with the agents - Set up meetings between prospective agencies and the Openly business development associates (BDAs)
- Ensure meetings are held between prospective agents and BDAs
- Manage and maintain strong data integrity and data hygiene in our CRM across leads,
opportunities, and accounts - Leverage data from opportunities in the pipeline to forecast monthly and quarterly results
- Provide weekly updates to the team regarding territory goals and objectives
Key Requirements
- 1-3 years of outstanding sales performance with an ability to drive results and innovate in a fast-paced and dynamic environment
- 1 or more years of experience in P&C insurance industry required
- Experience with multiple sales techniques, including cold calling and email campaigns
- Consistent track record of achieving or exceeding sales targets
- Passion for helping partner agencies
- Strong organizational, negotiation, and value-based selling skills
- 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
- Willingness to travel up to 10% of the time
- Property & casualty insurance producer license, or the ability to get one within the first four weeks of employment
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Compensation & Benefits:
The target salary range represents the bud
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