Digital Account Specialist

Pie Insurance Group; United States; On-site; Full time

Job summary

An innovative firm is seeking a Digital Account Specialist to drive business development and manage partner relationships in the commercial insurance sector. This role offers the chance to engage with a diverse team and work collaboratively to enhance client experiences and achieve performance goals. The ideal candidate will have a strong background in business development, excellent communication skills, and the ability to adapt to a fast-paced environment. With a focus on both agency and retail partnerships, you will play a key role in shaping the future of small business insurance. If you are passionate about making a difference and thrive in a dynamic setting, this opportunity is perfect for you.

Benefits

Competitive cash compensation

Equity options

Generous PTO

401k match

Parental and caregiver leave

Discretionary bonuses

Qualifications

• 5+ years in Business Development or Account Management required.
• Experience in Commercial Auto or insurance preferred.

Responsibilities

• Manage and grow partner portfolio while driving business development.
• Collaborate with partners to enhance client relationships and profitability.

Skills

Business Development

Client Relationship Management

Communication Skills

Interpersonal Skills

Salesforce

Data Analysis

Education

High School Diploma

Bachelor’s Degree

Tools

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.

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.

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 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).

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.
• 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-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.

Travel up to 25% is required.

This is an incentive pay-based position and as such, there is no guaranteed commission amount. The on-target commission for this role is approximately $15,000 and is based on successfully meeting performance and production expectations.

Base Compensation Range

$25.25 - $30 USD

• Competitive cash compensation.
• A piece of the pie (in the form of equity).
• Generous PTO.
• Future focused 401k match.
• Generous parental and caregiver leave.

Our goal is to make all aspects of working with us as easy as pie. That includes our offer process. When we’ve identified a talented individual who we’d like to be a Pie-oneer, we work hard to present an equitable and fair offer. We look at the candidate’s knowledge, skills, and experience, along with their compensation expectations and align that with our company equity processes to determine our offer ranges.

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

Location Information

Unless otherwise specified, this role has the option to be hybrid or remote. Hybrid work locations provide team members with the flexibility of working partially from our Denver office and from home. 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.

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