Digital Account Specialist, Pie Insurance

• High school diploma or equivalent required. Bachelor’s degree preferred
• 5+ years total professional working experience in Business Development and/or Client Relationship/Account Management
• 2+ years Commercial Auto or other commercial insurance experience preferred
• 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

• The Digital Account Specialist is an individual who operates with urgency to support incoming digital team business development efforts
• This position will support and respond to incoming acquisition efforts and tradeshow support needs. Focusing on both agency and retail-based relationships, the Digital Account Specialist will support all agency profiling and onboarding efforts
• 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
• 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)
• 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

• Flexible work: Pie offers in-office, hybrid, and remote work options so you can create the work environment that's best for you
• Fully paid health care: Pie covers the health, vision, and dental premiums for full time employees and covers a percentage of premiums for spouses and children
• Equity and 401k: We think you should get a piece of the pie, so in addition to equity, Pie contributes to your retirement through a 401k
• Generous PTO: We want to make sure Pie-oneers have time to balance a rewarding work life and fulfilling personal life
• Parental leave: Pie knows your family is important, providing 100% compensation for the first three months of parental leave, as well as a generous return to work plan
• Caregiver leave: Pie offers caregiver leave so you have the time to dedicate to those who need your care
• HSA and Health FSA: Pie contributes $1,500 for individuals and $2,000 for family HSAs per year. Employees have the option to contribute to a Health FSA
• Dependent Care FSA: To help care for your dependents, Pie allows employees to set aside pre-tax dollars to be used for expenses like babysitters, daycare, summer camps, etc
• Pet insurance: Pie understands your pet is family and their care can be costly when they're not feeling well. The plans provide reimbursement for common needs like exams, vaccines, x-rays, prescriptions, and much more!

Total funding: $620.3m

Historically, it’s been extremely cumbersome to qualify, onboard and manage workers’ comp insurance, particularly for America’s small businesses which haven’t been prioritized by larger carriers. That’s left small businesses often stranded with expensive and low-quality coverage.