Strategic Account Manager

Pie Insurance

3d • $110,000 - $135,000 • Remote

About The Position

Pie’s mission is to make commercial insurance affordable and easy for small businesses through technology. As a Strategic Account Manager, you will innovate and manage partner acquisition and the overall experience of high-volume and complex strategic partnerships, including wholesale relationships. You will identify and develop new partnerships while strengthening existing ones, with the goal of driving substantial, profitable growth. This includes strategic planning, understanding partner organizations and operations, and ensuring distribution partners share Pie’s customer-first approach and commitment to disciplined, profitable underwriting.

The role represents Pie in partner meetings and industry events, develops multi-tier relationships across agency organizations, and coordinates internally to support partner opportunities. You will develop and implement strategic programs, track portfolio performance and industry trends, forecast distribution-channel premium, and collaborate with cross-functional teams to improve processes and grow profitable premium and retention.

Requirements

• High school diploma or GED required.
• At least 5 years of experience in sales or account management.
• Advanced sales skills and a consistent track record of achieving or exceeding targets in a closing role.
• Experience developing new business relationships, overcoming objections, and presenting sales solutions or products to new clients.
• Ability to adapt to changing goals, priorities, workflows, and responsibilities in a fast-paced, results-driven growing company.
• Advanced problem-solving skills, including managing complex situations and anticipating current and future needs.
• Intermediate awareness of personal tasks and their impact on team outcomes and deliverables.
• Ability to define desired outcomes clearly and support them with impact analysis when appropriate.
• Advanced written, verbal, and presentation communication skills, including the ability to explain complex information collaboratively.
• Self-awareness and ability to manage emotions and behavior; executive presence and confidence.
• Basic leadership skills and some experience leading work groups or task forces on specific projects.
• Ability to plan and execute strategically.

Nice To Haves

• Bachelor’s degree or equivalent experience with some college coursework.
• At least 3 years of insurance experience.
• At least 2 years of commercial insurance experience.
• Experience working within payroll distribution.
• Familiarity with G-Suite tools, collaboration tools (Slack preferred), Salesforce, Looker, and Zoom.

Responsibilities

• Build and engage with outside agency partnerships by understanding partner locations, organizational hierarchy, markets, premiums and policies, areas of focus, needs, pain points, commission agreements, initiatives, and key stakeholders.
• Identify gaps in the partner profile and develop understanding of agency workflows, operations, and influential individuals.
• Represent Pie at partner meetings, seminars, trade shows, and networking events, coordinating interdepartmental participation to maximize opportunities.
• Build, develop, and manage strategic partner relationships to drive profitable premium.
• Facilitate regular meetings with agency executives, leaders, producers, and customer service representatives; attend agency meetings and producer conferences; and conduct field and virtual meetings.
• Track and report on the portfolio, execute against performance metrics, and monitor industry trends.
• Collaborate cross-functionally on best practices, process improvements, and strategic initiatives benefiting partners and Pie team members.
• Identify opportunities to increase agency production and analyze proposed strategic initiatives internally to validate profitability.
• Establish process and workflow changes needed to support strategic initiatives, then implement and monitor results.
• Monitor industry insights, trends, and customer preferences and translate them into actionable sales focus and business decisions that benefit partners and Pie’s profitability.
• Monitor and report initiative progress in support of department and company OKRs.
• Develop and implement strategic plans to drive profitable premium growth and retention for new and existing partnerships, using data and feedback to improve execution across partner and internal teams.
• Assist with monthly, quarterly, and annual distribution-channel premium forecasting.

Benefits

• Competitive cash compensation.
• Comprehensive health plans.
• Generous paid time off.
• Future-focused 401(k) match.
• Generous parental and caregiver leave.
• Eligible team members may receive discretionary annual bonuses based on company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED