Cover Whale Insurance Solutions

Role Description Cover Whale is looking for a motivated, client-focused Agency Success Associate to support the growth of our agency partner network. Reporting to the Director of GTM, you'll be an integral part of the Growth team — helping manage the onboarding and activation of new agency partners from initial evaluation through their first steps with Cover Whale. In this role, you will work closely with the Agency Success Lead to support new agency partners through the appointment process, train them on underwriting guidelines, and ensure all documentation and licensing are complete. Gain comprehensive knowledge of the agency success function through cross-training, positioning yourself for long-term growth. This is a great fit for someone who enjoys working with clients and is eager to develop their skills in sales and revenue operations. You'll collaborate across teams, build hands-on experience with business development workflows, and grow in a fast-paced, supportive environment. For the right candidate, this role is a strong stepping stone toward a career in business development or sales operations. - Agency Engagement: Serve as the first point of contact for agencies seeking appointments with Cover Whale, providing timely responses to move prospects efficiently through the appointment pipeline. Engage with prospective agencies to understand their goals and identify opportunities to align them with Cover Whale's offerings. - Onboarding & Training: Guide new agency partners through the onboarding process, ensuring a smooth transition from appointment to active writing. Develop and maintain resources, guides, and tutorials that help agencies get up to speed quickly and adopt Cover Whale's platform confidently. - Platform Adoption & Support: Assist new and existing agents in navigating Cover Whale's platform and proactively surface recommendations to improve their experience. Support agencies in understanding Cover Whale's underwriting appetite to set them up for long-term success. - Data & Reporting: Track and monitor agency activation metrics, sharing insights with the Business Development team to improve onboarding and retention outcomes. Identify patterns in agency interactions and flag opportunities for process or product improvements. - Cross-Functional Collaboration: Partner with the Agency Success Lead, sales, underwriting, product, and marketing teams to ensure a seamless experience for agency partners. Serve as an internal advocate for agency feedback, helping shape improvements to Cover Whale's products, services, and processes. - Growth & Development: Cross-train with the Agency Success Lead to develop a full understanding of agency success workflows, systems, and strategy, ensuring continuity and building a foundation for career advancement. Qualifications - 1–3 years of experience in customer success, client services, sales support, or a related role. - Insurance industry experience is a plus, but not required. - Familiarity with the insurance or MGA space, particularly commercial auto (trucking, logistics), is a plus. - A bachelor's degree is nice to have. - Strong organizational skills with the ability to manage multiple priorities simultaneously. - Clear written and verbal communication skills; comfortable engaging and building relationships with external partners. - Working knowledge of tools such as Google Sheets, HubSpot, and DocuSign. - Analytical mindset with an interest in data-driven decision-making and process improvement. - Exposure to data analytics tools (Excel, SQL) or data visualization is a plus. Benefits - Annual discretionary bonus opportunity. - Comprehensive health, dental, and vision insurance. - 401(k) company match up to 4%. - Generous paid time off and company holidays.

Role Description We are rapidly expanding and looking to build a dynamic team of Business Development professionals, and are looking for a Business Development Associate located in the Central Region (Chicago preferred). Reporting to the Retail Distribution Lead, the Business Development Associate will support strategies aimed at increasing premium production in their region. This role involves managing smaller, established partners and newly onboarded partners, ensuring their successful integration and growth. The Associate will also develop strategies for these partner cohorts and provide key insights on their portfolio's makeup during quarterly reviews. - Collaborate with underwriting, marketing, and development teams to develop, manage, and drive distribution and partner premium generation. - Oversee a portfolio of emerging and lower-volume partners, with accountability for fostering relationships, identifying growth potential, and ensuring consistent performance. - Provide pipeline support by researching target markets, potential partners, and competitive intelligence. - Represent Cover Whale in meetings with distribution partners. - Identify and execute opportunities to further engage with current partners. - Establish, track, and report on KPIs while routinely meeting or exceeding goals. - Assist in the constant improvement of business development, partner management, and onboarding processes. - Drive a better brand image amongst our current trading partners and prospects with continuous outreach. - Support event and field presence efforts within the assigned region, including preparing partner materials and assisting with logistics for retail-focused engagements. - Monitor partner performance trends and flag opportunities or risks to the Business Development Manager or Leader. - Maintain CRM accuracy by updating partner interactions, notes, and performance data promptly. - Other duties as assigned. Qualifications - Bachelor’s degree in Business Administration, or similar. - 3+ years in fast-paced project management or consulting roles, preferably in the insurance industry. - Experience in onboarding and guiding new customers to realize and repeat value. - Strong phone and video skills, maintaining professionalism under pressure. - Ability to manage a portfolio with strong prioritization and multitasking. - Exceptional interpersonal skills, able to discuss technical and business topics seamlessly. - Proven in communicating, presenting, and influencing at all organizational levels, including executives. Benefits - Annual discretionary bonus opportunity. - Comprehensive health, dental, and vision insurance. - 401(k) company match up to 4%. - Generous paid time off and company holidays. Company Description Cover Whale improves road safety by combining the insurance products we sell with our data-driven driver coaching and safety program. Our safety program is proven to save lives while delivering better insurance for our drivers. Cover Whale offers easy, industry-leading insurance for commercial auto and trucking, aiding struggling drivers facing rising costs.