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Agency Success Associate (Remote)

1 hour, 15 minutes ago
United States
Full-time
Junior
Account Manager
Sales and Business Development
HubSpot SQL
Apply Now
Cover Whale

Cover Whale

Cover Whale | Truck Insurance, Hotshot Trucking, UIIA, Get Appointed Insurtech for commercial truck insurance, saving wholesale and retail insurance agents time & hassles. Get your fast estimates and binders now! Seasoned insurance executive brings nea...

Insurance
51-250
Founded 2019
View All Jobs 6

Description

  • Serve as the first point of contact for agencies seeking appointments and move prospects through the appointment pipeline.
  • Engage prospective agencies to understand their goals and align them with Cover Whale’s offerings.
  • Guide new agency partners through onboarding from appointment to active writing.
  • Support agencies with appointment requirements, underwriting guidelines, licensing, and documentation completion.
  • Develop and maintain resources, guides, and tutorials that help agencies adopt the platform quickly.
  • Assist agencies in navigating the platform and understanding underwriting appetite for long-term success.
  • Track agency activation metrics and share insights with the Business Development team to improve onboarding and retention.
  • Identify patterns in agency interactions and flag opportunities for process or product improvements.
  • Partner cross-functionally with sales, underwriting, product, and marketing to ensure a seamless partner experience.
  • Cross-train with the Agency Success Lead to build a full understanding of agency success workflows, systems, and strategy.

Requirements

  • 1–3 years of experience in customer success, client services, sales support, or a related role.
  • Insurance industry experience is preferred but not required.
  • Familiarity with the insurance or MGA space, particularly commercial auto, trucking, or logistics, is preferred.
  • A bachelor’s degree is preferred.
  • Strong organizational skills with the ability to manage multiple priorities simultaneously.
  • Clear written and verbal communication skills and comfort building relationships with external partners.
  • Working knowledge of Google Sheets, HubSpot, and DocuSign.
  • Analytical mindset with interest in data-driven decision-making and process improvement.
  • Exposure to Excel, SQL, or data visualization tools is a plus.

Benefits

  • Base pay of $25 to $35 per hour.
  • Annual discretionary bonus opportunity.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) company match up to 4%.
  • Generous paid time off and company holidays.
  • Collaborative work environment that supports learning and growth.
  • Equal opportunity employment with fair consideration for all qualified applicants.

Interested in this position?

Apply directly on the company website

Apply Now

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