[Hiring] Agency Success Associate @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.