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Salary: USD 25.25 - 30 / hourly
Pie Insurance is a technology-driven commercial insurance platform on a mission to make insurance affordable and accessible for small businesses. As a Digital Account Specialist, you will own and grow a partner portfolio of approximately 200 agency relationships, driving proactive business development and managing client needs autonomously while meeting performance quotas.
You will maintain service communication and drive outcomes with existing partners by building and engaging with outside agency partnerships to increase submissions, binds, and bound premium. You'll work directly with partner CSRs, producers, and principals to influence production, represent Pie at meetings, seminars, trade shows, and networking events, and manage interdepartmental involvement to maximize opportunities. You'll develop and manage relationships with retail partners to drive profitable premium through consistent and regular meetings at various levels of the agency. Using reporting and analytics, you'll identify state and partner trends to create strategy influencing a large cohort of partners, and collaborate cross-functionally with Strategic Account Managers to develop best practices and process improvements.
You'll also track, report, and execute to performance metrics by maintaining industry insights and customer preferences to inform sales efforts and business decisions. You'll monitor and report progress on initiatives supporting departmental and company OKRs, develop and implement plans to drive profitable premium growth and retention for new and current partnerships, and assist in forecasting distribution channel premium on monthly, quarterly, and annual bases.
Requirements:
- High school diploma or equivalent required; Bachelor's degree preferred
- 3+ years of professional working experience in Business Development and/or Client Relationship/Account Management
- Commercial insurance experience preferred
- Adaptability to changes in goals, priorities, workflow, and role responsibilities; desire for fast-paced, results-driven environment
- Advanced communication skills (written, verbal, presentation) with ability to deliver complex information effectively; strong self-awareness and emotional management; executive presence
- Demonstrated interpersonal skills and ability to pivot to unique audience needs
- Proven ability to set and achieve personal and professional goals with ownership and accountability; strong prioritization skills
- Ability to promote cooperation and commitment within a team
- Proficiency with Salesforce, Google Suite, and Looker (data warehouse)
- Demonstrated success achieving extraordinary sales targets
