CS Specialist, Service Support Team - Pie Insurance

Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and easy as pie. We leverage technology to transform how small businesses buy and experience commercial insurance.

This role serves as the connector for customer success, with responsibilities to onboard and offboard agencies, ensure they are using self-service tools for easier support, and coordinate our systems to match customer changes. Additionally, this team assists with back-office tasks as needed, including agency document requests and troubleshooting questions regarding agency commissions.

How You’ll Do It

• Resolve customer email requests (cases) with accuracy and timeliness: Provide specific assistance related to agency commission questions, account updates, financial information, and manage final resolution for specific document requests.
• Assist customers with technical issues: Work with Engineering to troubleshoot immediate issues while identifying broader trends and opportunities for leadership.
• Ensure technical success for agencies: Support new agency partner setup (CRM and portal configurations), reverse engineer offboarding steps, assist with business relationship changes across agencies, and manage headcount processes.
• General customer support: Assist other teams with similar customer case and phone support as needed.

The Right Stuff

• Educational Background: High school diploma or equivalent experience is required.
• Experience: 1 year in a high-volume customer contact environment preferred.
• Skills: Emerging ability to apply analytical and critical thinking skills, solve simple problems, and collaborate productively with team members.
• Tools: Familiarity with G-Suite Tools, Salesforce, collaboration tools (Slack preferred), and basic office machines.
• Work Ethic: Basic self-direction, responsibility for tasks and timelines, regular attendance, and punctuality.

Compensation & Benefits

• Competitive cash compensation
• Comprehensive health plans
• Generous PTO
• Future-focused 401(k) match
• Generous parental and caregiver leave
• Discretionary performance-based bonuses