Client Manager, Agency Distribution

Brief Summary of Role As a Client Manager at Obie, you are responsible for supporting Agency Account Managers in day-to-day activities, including but not limited to recruiting and onboarding new agents, national appointments, and account management. This position helps enable sales success by assisting account managers with sales plans, analyzing data and identifying growth and engagement opportunities. You will also play a crucial role in recruiting and onboarding support with new partners to help fuel Obie’s growth in the independent agent channel! What you'll Do Support the management of agency accounts, assisting account managers with partner satisfaction, retention and growth Build and maintain strong relationships with Account Managers and support account management activities pertaining to agency-related matters Maintain up-to-date knowledge of Obie’s products, services and underwriting guidelines Support recruitment of new agency partners that align with Obie’s target market and growth objectives Support the intake process for new agencies, ensuring they have everything they need to write business with Obie What you'll Bring 1+ years of experience working in an agency or with agency partners. Previous experience working with agency partners, brokerages, or agency networks is desirable Strong organizational skills with attention to detail Ability to manage multiple priorities Proactive problem-solving and ownership mentality Knowledge of sales strategies, techniques, and best practices Strong oral and written communication skills Passion for early-stage startups and/or high growth environments Able to deal well with ambiguity and maintain composure in complex situations Proficiency in Microsoft Excel/Google Sheets, Power Point/Google Slides and CRM reporting tools Commitment to continuous learning and professional development Active Property and Casualty license required 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 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. Meet the hiring manager Next, you'll have a 45-minute video interview with the hiring manager, Aly Gromak, to assess your technical skills for the role. Complete a Project Exercise This role requires strong planning, collaboration, and communication skills, so we’ll ask you to complete a short exercise to flex those muscles. You can take your time and use the resources available to you. More details will come when you reach this step! 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. Apply To This Job