Digital Account Specialist - Pie Insurance

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

As a Digital Account Specialist at Pie, you will take full ownership of managing and growing a partner portfolio (200:1). Your role involves driving proactive business development, autonomously addressing client needs, and meeting performance quotas. You will represent Pie with professionalism and make strategic decisions to enhance client relationships and achieve organizational goals.

How You’ll Do It

Maintain service communication and drive outcomes with existing partners:

• Build and engage with outside agency partnerships to increase engagement in the form of submissions, binds, and bound premium.
• Work with partner CSRs, producers, and principals to influence production.
• Represent Pie in meetings with partners, seminars, trade shows, and networking events, including managing interdepartmental involvement to maximize opportunities.
• Build, develop, and manage relationships with retail partners to drive profitable premium.
• Conduct consistent and regular meetings with various levels of the agency, including Producers and CSRs.
• Use reporting and analytics to identify state and partner trends to create strategies influencing a large cohort of partners.
• Collaborate cross-functionally to develop and execute best practices, process improvements, and strategic initiatives designed to benefit both partners and Pie-oneers.

Tracking, reporting, and executing to performance metrics and industry trends:

• Maintain and monitor industry insights, trends, or customer preferences to determine the focus of sales efforts and business decisions, translating them into actionable items to benefit partners and profitability.
• Monitor and report progress on initiatives in support of department and company OKRs.
• Develop and implement plans to drive profitable premium growth and retention for new and current partnerships using data and feedback.
• Assist in forecasting distribution channel premium on a monthly, quarterly, and annual basis.

The Right Stuff

• High school diploma or equivalent required; Bachelor’s degree preferred.
• 3+ years of total professional working experience in Business Development and/or Client Relationship/Account Management.
• Commercial insurance experience preferred.
• Adaptable to changes in goals, priorities, workflow, and role responsibilities in a fast-paced, results-driven environment.
• Advanced communication (written, verbal, and presentation) skills with strong self-awareness and executive presence.
• Demonstrated interpersonal skills and ability to pivot to the unique needs of the audience.
• Proven ability to set and achieve personal and professional goals with ownership, accountability, and proper prioritization.
• Promotes cooperation and commitment within a team to achieve goals and deliverables.
• Proficiency with Salesforce, Google Suite, and Looker.
• Demonstrated success achieving extraordinary sales targets.

Compensation & Benefits

• Competitive cash compensation
• Comprehensive health plans
• Generous PTO
• 401(k) match
• Generous parental and caregiver leave