Digital Account Specialist

Pie Insurance; United States; Remote; USD 72,352,000 - 85,962,000; Full time

Benefits offered by this job

Competitive pay

Health plans

Generous PTO

401k match

Parental and caregiver leave

Job summary

Pie Insurance is seeking a Digital Account Specialist to own and grow a large partner portfolio. You will drive proactive business development, autonomously address client needs, and meet performance quotas while representing Pie with professionalism.

You will build agency partnerships, engage CSRs and producers, and leverage data to guide strategy. This remote US role offers comprehensive benefits and rapid decision-making in a fast-paced company.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree preferred.
• 3+ years in Business Development and/or Client Relationship/Account Management.
• Commercial insurance experience preferred.
• Adaptable to changing goals and fast-paced environment.
• Strong written, verbal, and presentation communication.
• Interpersonal skills and audience tailoring.
• Proven track record in achieving sales targets.
• Experience with Salesforce, Google Suite and Looker.
• Demonstrated success in ownership and accountability for performance.

Responsibilities

• Maintain service communication and drive outcomes with existing partners.
• Build and engage with outside agency partnerships to increase engagement, submissions, binds, and premium.
• Collaborate with partner CSRs, producers, and principals to influence production.
• Represent Pie in meetings, seminars, and events with partners.
• Develop and manage relationships with retail partners to drive premium.
• Regular meetings with agency Producers and CSRs.
• Use analytics to identify partner trends and influence strategy.
• Collaborate cross-functionally to implement best practices and initiatives.

Skills

Communication

Interpersonal skills

Executive presence

Sales targets

CRM Salesforce

Google Suite

Looker

Account management

Ownership & accountability

Presentation skills

Education

High school diploma

Bachelor’s degree

Tools

Salesforce

Google Suite

Looker

Job description

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 partner portfolio (200:1). 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.

How You’ll Do It

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
• 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

The Right Stuff

• 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
• Commercial insurance experience preferred
• Adaptable to changes in goals, priorities, workflow, and role responsibilities. Desire a fast paced results driven 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 use of AI in Application Review:

To support a fair, efficient, and consistent hiring process, we use AI-powered tools to assist in the initial screening of applications. These tools help us identify qualifications and prior work experiences that align with the requirements of the role. We may also use AI assistant video tools during interviews to support note-taking and candidate evaluation. All AI-powered outputs are still subject to human oversight and decision‑making at multiple stages of the process. By submitting your application, you acknowledge and consent to Pie utilizing these AI technologies to assist in our evaluation process.

Base Compensation Range

$25.25—$30 USD

Compensation & Benefits

• Competitive cash compensation
• Comprehensive health plans
• Generous PTO
• Future focused 401k match
• Generous parental and caregiver leave
• Our core values are more than just a poster on the wall; they’re tangibly reflected in our work

Making every part of working with us "Easy as Pie" - including our offer process. When we find someone we'd like as a Pie-oneer (a member of our team), we move quickly to put together a fair offer based on your skills, experience, location, and compensation expectations.

Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.

Location Information

Unless otherwise specified, this role is remote. Remote team members must live and work in the United States territories excluded and have access to reliable, high-speed internet.

Additional Information

Pie Insurance is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.

Pie Insurance participates in the E-Verify program. Please click here, here and here for more information.

Pie Insurance is committed to protecting your personal data. Please review your Privacy Policy.

Safety First: Pie Insurance is committed to your security during the recruitment process. We will never ask you for credit card information or ask you to purchase any equipment during our interview or onboarding process.

Pie Named to 2025 America's Best Startup Employers

Pie Insurance 2025 State of Workplace Safety Report

#BI-REMOTE