Territory Manager - MA/CT

Job description

##  ## Ready for your next chapter? Build the future of insurance with a team that values simplicity, empathy, and innovation. Openly is redefining the insurance experience, replacing decades of complexity with clarity and modern technology. We’re the insurance provider people trust and the partner independent agents choose. ## What Sets Us Apart - **Technology that delivers:** We use data to modernize underwriting and deliver tailored insurance solutions that fit how people actually live. - **Superior protection:** Highly customizable coverage designed around what policyholders need. - **Effortless from quote to claim:** Simple, intuitive workflows for independent agents and fast, human-centered care for policyholders. ## Our Core Values Our people are as important as our product. Collaboration, open communication, and work-life balance aren't just nice-to-haves, they’re at the core of how we operate. We look for people driven by **integrity, empathy, teamwork, curiosity**, and **urgency,** because a great company starts with the right people. ## Diversity, Equity, & Inclusion We embrace individuality because everyone deserves to work somewhere they belong. We’re committed to building an inclusive culture that spans race, gender, age, religion, identity, and background. **Job Details** At Openly, our **Territory Managers** (internally known as our **Agency Success Managers**) serve as the engine driving our distribution strategy. In this high-impact position, you will be key to unlocking sustainable premium expansion while delivering exceptional experiences to our agency partners. You will champion our agency relationships, accelerate platform adoption, and help independent agencies thrive for the long run. Positioned at the intersection of Openly's go-to-market engine, you will collaborate with cross-functional teams spanning Sales, Marketing, Agency Onboarding, Underwriting, and Product. If you thrive in agile, high-momentum environments and excel at building genuine, value-driven partnerships with independent agents, this opportunity offers a platform to scale your career and impact. ***Location Requirement:** Must reside in the assigned territory (MA/CT). Preferred areas include metro Boston or anywhere in CT. Must have the ability and willingness to travel up to 60% within the assigned geographic territory, primarily consisting of day trips with occasional overnight travel.* **Salary Range:** Base Salary $65,100 – $95,000 | up to $45k Commission | Equity | Bonus *This salary range represents what we reasonably expect to pay for this position. Actual compensation will be determined based on the successful candidate's experience and skills. We are committed to providing a compensation package that not only reflects the responsibilities and requirements of the role, but also the unique expertise that the chosen candidate will bring to our team.* **Key Responsibilities** **Strategic Agency Growth & Territory Engagement** - Elevate agency partnerships through structured in-person field visits and virtual touchpoints that drive production and mutual success. - Formulate and execute tailored territory engagement plans that elevate quoting activity, increase binding ratios, and foster profitable premium growth. - Identify and evaluate prospective high-caliber independent agency partners, connecting them with our appointment team for network expansion. **Partner Enablement & Practice Development** - Arm appointed agency teams with state-of-the-art tools, product training, and collateral to maximize their production with Openly. - Collaborate directly with agency principals and leaders to design customized sales and co-marketing strategies aligned with their commercial goals. **Portfolio Retention & Risk Health** - Actively monitor book performance metrics, renewal patterns, and key loss drivers to preserve portfolio profitability and stability. - Serve as the principal internal advocate for your agency network, collaborating with Underwriting, Product, and Service operations to resolve complex inquiries. **Data-Driven Territory Operations** - Analyze pipeline data and production trends to pinpoint growth opportunities, forecast outcomes, and address emerging risks. - Channel actionable market dynamics and competitive intelligence back to product and strategy leaders. - Maintain accurate records of field engagement, agent interactions, and account management activity within Salesforce. **Requirements** - 3+ years in account management or sales roles with a consistent track record of exceeding performance targets. - 2+ years of direct experience within the property and casualty (P&C) carrier or independent agency channels. - Active Property & Casualty (P&C) license, or the commitment to successfully complete licensing within 90 days of employment. - Ability and willingness to travel up to 60% within the assigned geographic territory, primarily consisting of day trips with occasional overnight travel. **Essential Competencies** - Consultative Approach: A consultative mindset centered on building trust, delivering business value, and nurturing agency partnerships. - Product Communication: Technical capability to master nuanced insurance products and convey complex features clearly to agency leaders. - Technical Aptitude: Experience utilizing modern workflow tools (Google Workspace, Microsoft Office Suite) alongside hands-on CRM software experience (Salesforce strongly preferred). - Territory Network: Established agent and key market contacts within the assigned territory are highly preferred. ## Perks & Benefits Great work happens when people feel supported. Our benefits are designed to care for you and your family at every stage of life. - **Remote-first culture:** We supported remote work long before it became standard, and we remain dedicated to a flexible work model. - **Competitive pay & equity:** Top-tier base salary paired with ownership in Openly’s growth. - **Comprehensive health coverage:** Medical, dental, and vision plans tailored to you and your family. - **Life & disability insurance:** Full coverage including voluntary supplemental options. - **Paid parental leave**: Up to 8 weeks (320 hours) of paid parental leave for eligible employees (with additional disability coverage available for birthing parents). - **401(k) company contribution**: Openly contributes 3% of your gross income, regardless of whether you make personal contributions. - **Home office setup**: A $1,500 upfront allowance to build your ideal remote workspace, plus a $75 / month internet stipend. - **Professional development**: $2,000 annually to invest in courses, conferences, or resources to help you grow. - **"Be Well" program**: A $50 / month stipend dedicated to your personal health and wellness. - **Volunteer hours & referral rewards**: Paid time off to give back to your community, plus generous financial rewards for referring great talent. *Note: Select roles may also be eligible for cash incentives or sales commissions. Eligibility for all compensation and benefits is governed by applicable plan terms.* ## Our Hiring Commitment Our process is designed to be transparent, respectful, and human. At every step, you’ll get to showcase your strengths, ask tough questions, and find out if Openly is the right fit. U.S. Citizens, Green Card Holders, and those authorized to work in the U.S. for any employer and currently residing in the US will be considered. Openly is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Openly is an E-Verify Employer in the United States. Openly will make reasonable accommodations for qualified individuals with known disabilities under applicable law. *We strive to provide an exceptional applicant and candidate journey when you engage with us. In an effort to respond to applicants in a timely manner, we leverage AI to organize applications and resumes based on required and applicable skills and experience. To allow our applicants to drive their initial interview experience with us, we may leverage an AI-supported scheduling tool so you can choose when to meet with our team. While AI assists with efficiency, all hiring decisions are made by our team members. Rest assured, your data is protected according to privacy laws and company policies. Contact our recruitment team with any questions about our AI-assisted hiring process.*