Agency Success Partner

Brief Summary of Role

The Agency Success Partner will play a key role in helping the Obie Agency Development team reach its revenue and growth goals by onboarding, training, and developing Obie’s agent force.

What you'll do

• Contribute to agency distribution strategy and goals by providing administrative support
• Learn and follow Obie’s appointment and onboarding process
• Help service our agent partners' needs via chat support and phone support
• Effectively build relationships with agents and partners to drive collaboration and enhance business partnerships
• Create and understand the training curriculum needed for agents
• Ability to work independently as well as cross-functionally to build and support the Agency Development team

What you'll bring

• 2+ years of experience in insurance sales or service
• Active P&C Insurance license required
• Basic understanding of Salesforce and G Suite
• Demonstrated ability to think strategically and develop processes that drive our partners' success
• Strong oral and written communication skills with the ability to manage multiple tasks at once.
• Passion for early-stage startups and/or high-growth environments
• Able to deal well with ambiguity and maintain composure in complex situations
• Experience in troubleshooting technical issues.
• Energy, empathy, and patience are all vital soft skills a candidate should possess

Interview Process

At Obie, transparency is core to our interview process. We focus on open communication and a positive experience; no trick questions—just honest conversations about your skills and aspirations. To help you prepare, please familiarize yourself with these resources before moving forward:

• Our company’s blog to learn more about the market we serve and the information our customers value.
• Check out our LinkedIn to see how people interact with our brand and product.
• Press and podcast features like Inc. 5000, TechCrunch, Innovate State, Uncontested Investing Podcast, Insurtech Amplified Podcast

1. Meet us and get to know Obie
   You'll first talk to Kara on a 30-minute call to determine whether we’re a good fit for one another. You’ll learn more about Obie and have the chance to ask about our company, team, culture, and product.
2. Meet the hiring manager
   Next, you'll have a 45-minute video interview with the hiring manager, Andrew Perlstein, to assess your technical skills for the role.
3. Complete a Project Exercise
   This role requires strong communication and collaboration skills, so we’ll ask you to complete a short exercise to flex those muscles. You can complete this exercise at your own pace, so please be thorough and use the resources available to you. More details will come when you reach this step!
4. Meet the Team
   Since you'll be joining a close-knit team, we'll ask you to meet other people in the company so we get to know each other a bit better

Moving Forward with Obie

Obie is leading the future of real estate investment protection, securing over $25 billion in coverage for thousands of policyholders nationwide. Backed by $39 million in funding and recognized as a top workplace by Built In and Inc., we’re committed to driving progress for our customers and team. Through advanced digital tools, a trusted agent network, and strategic partnerships, Obie provides real estate investors the insurance coverage they need to move forward confidently.

Obie has you Covered

Being in the insurance industry, we understand the importance of comprehensive benefits for you and your family. These are just some of the benefits and perks we provide:

• Comprehensive health, dental, vision and life insurance
• Flexible paid time off
• Retirement savings plan with company match

Obie values transparency and data driven decision making, enabling us to have a consistent and equitable approach to compensation. We are informed by a benchmarking tool which provides real time compensation data allowing us to regularly check our salary ranges against other venture backed companies and startups within our industry. We've provided the full base salary range for this role below, but please note that we typically target the mid point of the salary range to allow room for growth within the role. Your salary is dependent upon many factors, including years of relevant experience, expertise, etc.

During your first interview, you can expect to have an open conversation with your recruiter regarding your compensation expectations.