Digital Account Specialist

Pie Insurance

20d•$25 - $30•Remote

About The Position

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. Like our small business customers, we are a diverse team of builders, dreamers, and entrepreneurs who are driven by core values and operating principles that guide every decision we make. As a Digital Account Specialist at Pie, you will take full ownership of managing and growing a significant partner portfolio (850:1). 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.

Requirements

High school diploma or equivalent required. Bachelor’s degree preferred
3+ years total professional working experience in Business Development and/or Client Relationship/Account Management
Adaptable to changes in goals, priorities, workflow, and role responsibilities. Desire a fast paced results drive environment at a growing company
Advanced communication (written, verbal and presentation) skills, to deliver complex information effectively with a thoughtful and collaborative approach. Strong self-awareness and ability to manage own emotions and behavior. Strong confidence, self- awareness and ability to manage emotions and behavior - 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 and accountability for performance, while prioritizing tasks by importance and deadline
Promotes cooperation and commitment within a team to achieve goals and deliverables
Salesforce, Google Suite, Looker (data warehouse)
Demonstrated success achieving extraordinary sales targets

Nice To Haves

Commercial Auto or other commercial insurance experience preferred

Responsibilities

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 the opportunities further
Build, develop, and manage relationships with retail partners to drive profitable premium in the Commercial Auto space
Consistent and regular meetings with various levels of the agency - Producers and CSRs
Use reporting and analytics to identify state and partner trends to create strategy to influence 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 (work hand in hand with Strategic Account Managers)
Tracking, reporting, and executing to performance metrics and industry trends:
Maintain and monitor industry insights, trends, or customer preferences to determine focus of sales efforts and business decisions, transition to actionable items to benefit both the partner and profitability for Pie
Monitor and report progress on initiatives in support of the department's and company OKRs
Develop and implement plans to drive profitable premium growth and retention for new and current partnerships. Leverage data and feedback to improve the execution of the strategic initiative in both external (partner) and internal (Pie-Oneers) teams
Assist in forecasting distribution channel premium on a monthly, quarterly, and annual basis