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
Openly is looking for an Agent Relationship Specialist as Openly expands its Agent Experience team. This role will play a critical role in ensuring both customers and agency partners remain highly engaged Openly supporters.
We are rethinking the customer experience and are looking for someone who wants to be at the forefront of this change! This role's ideal candidate will be energized and excited about working as part of an insurtech startup company.
This candidate will also enjoy problem-solving and working with various internal teams while putting themselves in someone else’s shoes during challenging situations. Opportunities to join a group like this don’t come up often, so if this sounds right up your alley, then keep reading and join our ever-growing team!
The Agent Relationship Specialist provides exceptional service via phone, email, and chat to our Agents and Policyholders.
Key Responsibilities:
Ensure agents continue to view Openly as a best-in-class homeowner insurance provider by addressing business questions timely, accurately, and with empathy
Assist with solving, identifying, or escalating underwriting and technology questions
Gain a deep understanding of Openly's product offerings and have the ability to educate customers when contacted
Problem solves and addresses complex, nuanced customer scenarios
Accurately process policy endorsement and customer requests
Represent the customer when identifying internal process improvement opportunities to the rest of the Openly team
Enhance the customer and agent experience by ensuring billing accuracy and execution regularly
Partner with the Product team to complete home inspection reviews and schedule item appraisal reviews to ensure coverage accuracy
Partner with the sales team to identify new potential agencies that could partner with Openly and initiate appointment discussions
Support the sales team with the agent appointment process (as needed)
Partner with the marketing team to improve agency penetration with marketing support
Requirements:
2+ years of experience in a customer success or customer support capacity, call center, or agency experience is a bonus
Has an insurance background in either an independent or exclusive agency setting and Is licensed in one's domiciled state as a personal lines producer.
Excellent interpersonal communication skills, both verbal and written, including excellent phone skills and listening skills. Extra points for Spanish language skills.
Be adept and effective at communicating with agents across all communication mediums. Openly offers web chat, email, and phone.
A high degree of technical proficiency with online tools and systems; familiarity with Google Suite, Talkdesk, and Zendesk is a plus.
Self-starter mentality with strong time-management skills
Extraordinary problem-solving abilities, intellectual curiosity, and a genuine interest in learning new processes and working with new tools in a fast-paced startup
Ability to work either 8:30 am – 5:00 pm or 11:00 - 8:00 EST
Job Details
Our team is searching for an Operations Support Assistant to play a vital role in records quality control. This ideal person will be held responsible for a five-week data migration project integral to our success. Completing this project will enable us to consistently support our Sales team and network of agents to maintain compliance procedures within their state. At this time, there is no permanent opportunity available.
Key Responsibilities
Migrate agent-specific documents into new compliance system
Carefully review existing documents for information before migration
Collaborate cross-functionally by leveraging internal departments and resources to acquire any missing information for successful document migration
Send requests for documents as necessary and update the compliance system
Requirements
1 year of professional office experience
A meticulous eye for detail
Demonstrate strong communication skills
Previous experience working in a remote capacity with minimal supervision
Willingness to work “core hours” Eastern Standard Time
U.S. Citizens, Green Card Holders, and those authorized to work in the U.S. for any employer will be considered.
Job Details
We are seeking a Data Scientist to design and evolve our core research and model delivery capabilities. You will be integral to establishing our team’s technical workflow - and as the resident data science/engineering expert, we will look to you to explore and integrate new tools and techniques. As a member of our Research Team, this highly impactful role offers the opportunity to take the lead on Agent-Platform Behavior projects. This role offers the candidate the opportunity to work in a cross-functional environment and interact with business leaders across Technology and Operations within the company. We are looking for a self-motivated, high-energy individual who can happily function in a fast-paced, performance-driven environment.
Primary Responsibilities
Lead the development and deployment of Agent-Platform Behavior analytics/models.
Design data-driven frameworks and capabilities that enable us to understand the behavior and experience of agents on our platform.
Develop efficient/automated processes to support the analytical frameworks/capabilities described above.
Collaborate with our Operations and Technology teams to integrate learnings/solutions into our business operations and platform.
Drive towards an eventual predictive modeling/AI solution. Establish the necessary operational process and data foundations initially and iterate the system as data becomes available.
Key Requirements
2+ years of work experience in data science/predictive analytics or master’s degree or higher in mathematics, statistics, or another quantitative/analytically rigorous discipline.
Proficient in retrieving, manipulating, and structuring production data using SQL. Experience with PostgreSQL and Standard SQL/BigQuery is a plus.
Strong in either Python or R. Ability to design and develop a data science workflow with the language of choice.
Experience applying data science techniques to real-world prediction, diagnostic, and model validation problems. Ability to identify the statistical methods (e.g. GLM, XGBoost, K-means clustering, etc.) best suited to solve a business need.
Experience developing efficient/automated processes.
Comfortable in a fast-paced, white-space, results-driven environment.
Job Details
Openly is looking to build out its financial reporting and controls team. The ideal candidate will demonstrate the ability to execute best practices in accounting, reporting, and controls functions and identify and implement improvements in existing processes. The ideal candidate will have experience working in a high-growth company and prior experience in insurance accounting and financial reporting. This role will report to the Sr. Director – Financial Reporting & Controls.
Key Responsibilities
Produce financial reporting packages, including the accounting and preparation of monthly/quarterly/annual financial statements in US GAAP and Statutory basis and internal financial reporting dashboard and presentations.
Perform accounting close functions, including reconciliations, consolidations, accrual processes, and cash accounting.
Support tax and audit processes.
Support the implementation of a new general ledger.
Perform the implementation and testing of internal controls over financial reporting.
Ensure compliance with federal, state, local, and corporate policies, regulations, and laws.
Evaluate current accounting practices and policies and drives continuous improvement
Requirements
Candidates are required to be analytical and display thoughtful business judgment. The candidate should be a self-starter with a strong work ethic who is highly results-oriented, inquisitive, and enjoys problem-solving with minimal structure.
Bachelor's degree in Accounting and 3-5 years of related experience
Experience in the insurance industry required, both GAAP and Statutory Reporting
CPA required
Fluency in Microsoft Office suite and GL applications
Proven track record of implementing improvements to accounting processes and developing efficient/automated processes.
Exceptional interpersonal and communication skills with both internal and external stakeholders
Comfortable in a fast-paced, white-space, results-driven environment.
Job Details
Openly is looking for a Marketing Manager with exceptional analytics skills who will support the marketing and business development teams by managing campaign reporting, related planning and operations, and market research efforts.
Key Responsibilities
Manage all aspects of marketing campaign analysis across multiple channels
Analyze campaign performance to identify trends and opportunities for growth and optimization quickly
Work with other team members to effectively operationalize campaign opportunities indicated by data analysis
Manage market research efforts, including NPS, customer satisfaction, branding, and other surveys
Key Requirements
Candidates should be self-starters who possess strong analytical and campaign planning skills. The ideal candidate will demonstrate experience in all aspects of marketing campaign analytics and campaign management, focusing on digital marketing channels.
Bachelor's degree in a relevant area of study
3-5 years of experience in marketing roles with a strong focus on marketing analytics and campaign planning
Superior analytical and reporting skills
Must have significant experience with Hubspot and Google Analytics
Well-versed with test and learn strategies (e.g., A/B testing, multivariate testing)
Experience with market research, including NPS, customer satisfaction surveys, and survey management tools such as Qualtrics.
Superior written and verbal communication skills
Insurance or insurtech experience is a plus.
Ability to work well in a growth stage company environment
Experience managing and collaborating with marketing agencies
Excels in a fast-paced, demanding environment; able to manage multiple tasks and juggle several time-sensitive demands while adapting to changing priorities.
Job Details
Openly is hiring a Senior Business Intelligence Consultant to join the Corporate Development & Strategy team. This manager-level, individual contributor role will be responsible for independently leading enterprise-wide data initiatives, standardizing & incorporating new data sources, designing data models, building out cutting edge visualizations, and pushing forward business-intelligence best practices. The role is responsible for partnering with the business to support cutting edge analysis, ensure data accuracy & consistency, and working cross-functionally to be the lead data resource on various projects.
Key Responsibilities
Independently lead broad data initiatives to incorporate new data sources into the data warehouse with optimized data models.
Work directly with senior leadership to provide support for advanced analytics & initiatives.
Partner with the data scientists to surface predictive insights to the broader business
Help architect the BI strategy - evaluate tools and technologies and provide recommendations to the enterprise.
Work with cutting-edge cloud technologies to build out “single source of truth” data sources for the enterprise - be on the ground floor of our data model designs.
Advise various business areas and consult to ensure that as new technologies are incorporated, data & reporting concerns are addressed early in the process.
Develop KPI dashboards by gathering requirements, building data, crafting visualizations, and providing ongoing support & maintenance
Act as a subject matter expert on Openly’s data, assist and support all facets of the company in defining and providing accurate and timely data
Produce coherent documentation and identify opportunities to improve existing processes
Act as a steward of data governance, version control, and reporting best practices
Requirements
Bachelor’s Degree or equivalent work experience with 6 or more years of professional experience in data management, business intelligence, reporting, and analysis
Advanced SQL skills a must
Python & R experience
ETL experience
Demonstrated ability to consolidate data from multiple sources and build production-ready data streams
Experienced in designing complex data models to support various business needs
Extensive visualization experience using various BI tools and strong ability to choose the best tool for the job
Experience with GIT or other version control
Attention to detail & high accuracy
Able to problem-solve independently & move complex projects forward autonomously.
Highly motivated, resourceful, and curious, proven track record of taking ownership and successfully delivering results in a fast-paced environment.
Curiosity to learn new tools and technologies, drive best practices
History of teamwork and collaboration across various functions to identify opportunities and resolve challenges.
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