Senior Financial Operations Manager, Pie Insurance
$135-170k
+ Equity
Small business insurance
Be an early applicant
Small business insurance
201-500 employees
Be an early applicant
$135-170k
+ Equity
201-500 employees
Company mission
To make insurance less expensive, simpler, and more transparent for small business owners.
Role
Who you are
- You are an expert in organization and will be able to put your project management skills to work
- You are experienced in leveraging technology to optimize and automate processes
- You are a strategic thinker who will focus on aligning internal teams to drive outstanding results for Pie
- Bachelor Degree in Business Administration, Mathematics, or related or equivalent level of experience required. Masters Degree, or equivalent level of experience preferred
- Minimum 10 years of proven operations or analytical experience from a like or similar role, including project management and business analysis, and/or management consulting
- Software, Financial services, insurance, insurtech, and/or startup industry knowledge preferred
- Skills with query tools and reporting analytics in Salesforce and Looker, lead routing and marketing automation software a plus
- Proficient in analytic and technical skills using technology skills, including SQL or other data query skills
- Proficiency in data modeling using excel, including pivot tables, analysis, formulas and processing data points in various ways for different modeling purposes
- Understanding of continuous improvement concepts including Six Sigma, Lean, value stream mapping, customer journey mapping, and change management
- Demonstrated skills in project planning and problem resolution through process optimization
- Excellent verbal and written communication skills and the ability to interact professionally and relay information appropriately with a diverse group of partners, colleagues, executive leadership, and subject matter experts
- Ability to manage your own time in line with project deliverables by creating personal and project ownership and accountability by providing clear, timely and accurate work objectives, project timelines, and measurement goals
- Advanced ability in demonstrating curiosity, tenacity, flexibility, and adaptability
What the job involves
- As a Senior Financial Operations Manager, you’ll be instrumental in leading and driving process improvement throughout our existing operational processes, providing critical insights and analysis, leading enablement initiatives, and strategically planning and executing growth strategies
- Focusing on customer experience, you will review and develop means and solutions that best serve and support our customers which include small business owners, partner agencies, and vendors
- Because our goal is to be best-in-class in customer experience, our success will be tied to your attention to detail, ability to drive results and to optimize and innovate processes that will ultimately help Pie become the predominant commercial small business insurer in the country
- Drive transparency, predictability, and insights to the GTM organization through actionable sales reporting and business intelligence at scale across all levels of the organization
- Ensuring the accuracy of policies, rates, and commission statements by analyzing data from multiple data systems
- Driving data quality initiatives by cleansing and monitoring data from multiple sources, resolving discrepancies as needed
- Designing and implementing innovative solutions to optimize commission operations
- Design and build accurate and timely production of regular and ad-hoc reports for sales management
- Organize and analyze data around revenue related KPIs
- Streamline the dashboards for sales teams to ensure insights into key business drivers
- Understands the greater business needs, what is working in our processes, where we have critical gaps, and where we can harmonize across the organization
- Deploy processes and systems that will scale with growth plans developed in partnership with leadership and other teams/functional areas
- Provide clear and direct feedback for continuous improvement in the sales cycle
- Provide feedback to Product and Engineering teams on upcoming systems and features
- Work with departmental stakeholders and leaders to identify areas for improvement in process optimization
- Collaborate with Marketing to evaluate campaign effectiveness and identify areas where marketing automation can help streamline business processes
- ROI analysis on production team tools
Our take
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.
Pie Insurance is changing all that through its technology-first model. Using data and analytics to better comprehend risk and speed up the decision-making process, it reduces the time to make an underwriting decision to a few minutes. Facing only legacy competition in an industry ripe for disruption, Pie Insurance has enjoyed rapid growth and received significant investment funding from backers in the InsurTech space.
Having recently acquired a nationally licensed insurance company, Pie Insurance is now able to directly issue its own policies nationwide. Currently available in 38 states, it will be aiming to expand its operations into the remaining states and territories to provide insurance to small businesses across the entire USA.
Freddie
Company Specialist at Welcome to the Jungle
Insights
4% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Sep 2022
$315m
SERIES D
Mar 2021
$118m
SERIES C
Total funding: $620.3m
Company benefits
- 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!
Company HQ
Union Station, Denver, CO
Leadership
Dax Craig
(Co-Founder & President)MD of 11x Holdings which invests in commercial and residential real estate. Also Co-founded Valen Analytics, a data and analytics provider for property and casualty insurance.
John Swigart
(Co-Founder & CEO)Previously CMO for RapidFinance. Also worked as CMO for Esurance, starting off as VP of Finance in 2000.
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