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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