Payroll Partner Service Advocate

Pie Insurance; United States; Remote; USD 32,000 - 39,000; Full time

Benefits offered by this job

Comprehensive health plans

Generous PTO

Future focused 401k match

Generous parental and caregiver leave

Company values described in policy

Job summary

Pie Insurance is seeking a mid-level Payroll Partner Service Advocate to support payroll partners and insureds. You will respond to inquiries, uphold SLAs, and collaborate across teams on policy issuance, renewals, and escalations. Prior payroll partner or insurance service experience is preferred.

The role emphasizes accurate documentation, proactive issue resolution, and onboarding support for new hires. Remote work is allowed within the United States.

Qualifications

• High school diploma or GED required.
• 1+ year in a high-volume customer contact environment required.
• 1+ year of insurance customer service, administrative, or sales experience required.
• 1+ year Payroll Partner customer service experience preferred.
• Demonstrated problem-solving skills to develop sound processes and workflows.

Responsibilities

• Handles email and platform-based communication with payroll partners and cross-functional stakeholders to provide excellent customer service.
• Maintains SLA’s set by Payroll Partner Ops team in a consistent and efficient manner.
• Handle policy issuance, general questions, follow-up communication, and respond within 24 hours or less to requests.
• Process cancellation requests from insureds and partners and manage renewals.
• Assist in testing and training of new processes and systems for Payroll Pod; maintain SOPs and training materials.
• Complete other duties as assigned.

Skills

Customer service

Communication

Problem solving

Teamwork

Education

High school diploma or GED

Associate degree or higher

Tools

G-Suite

Salesforce

Payment Processing Systems

Slack

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 Payroll Partner Service Advocate is a key role for Pie’s Payroll Partner team. This is a mid-level customer service team member who focuses on routine to advanced customer issues and resolves concerns and requests from payroll partners and insureds.

How You’ll Do It

Provide responsive, timely, and relevant service to payroll partners:

• Handles email, and platform-based communication with payroll partners and cross-functional stakeholders to provide excellent customer service,
• Maintains SLA’s set by Payroll Partner Ops team in a consistent and efficient manner.
• Works as a team member to handle:
  • Policy Issuance
  • General questions
  • Follow-Up Communication
  • Respond within 24 hours or less to requests from payroll partners
  • Cancellation requests from insureds and partners
  • Renewal policy management
  • Urgent payroll partner customer and partner escalations.
  • Complex payroll partner customer and partner questions.

Model the behaviors and strategies necessary to successfully interact with and resolve routine to advanced issues for payroll partners in all channels:

• Applies advanced level of Workers Comp training and knowledge to policy, billing and agency questions, concerns, and production.
• Build relationships with partners and internal teams to provide consistent, excellent communication with customers.
• Seek resolutions to issues while also anticipating ways in which to prevent future issues.
• Voices the payroll partner’s needs and advocates for the customer and their perspective.

Lead ongoing training and on-boarding for personal and peer growth:

• Support the on-boarding and training of Pie’s newest hires and teams, including process training,feedback and occasionally building out resource and training material.
• Assist in testing and and training of new processes and systems when rolled out to the Payroll Pod.
• Maintaining library of SOPs and training materials.
• Complete other duties as assigned.

The Right Stuff

• A high school diploma or GED is required.
  • Associate degree, trade or technical school certificates, or bachelor’s degrees are preferred.
• 1+ year in a high-volume customer contact environment is required.
• 1+ year of insurance customer service, administrative, or sales experience is required.
• 1+ year Payroll Partner customer service experience is preferred.
• Demonstrated problem-solving skills to develop sound processes and workflows. Ability to build solutions by designing win/win solutions:
  • Ability to navigate and solve advanced to complex issues within all of Pie’s platforms.
  • Has the ability to think ahead and identify obstacles that may be hidden.
• Proficient communication skills to build strong and lasting relationships: able to clearly and professionally communicate with customers both verbally and in written form. Learning to present your own views in a direct and open manner.
• Knowledgeable about work products and can complete requests with advanced speed, accuracy, and consistency - reducing hand-offs wherever possible.
• Intermediate problem solving skills to be able to resolve simple to moderately complicated problems quickly and effectively with little guidance. Often applies analytical and critical thinking skills within their role.
• Developed self-direction and responsibility for own tasks, deliverables and timelines.
• Ability to work in a team environment, develop and sustain collaborative working relationships. Learning to consider the needs of stakeholders and fully commit to a decision made.
• G-Suite Tools, Salesforce, Payment Processing Systems, and Slack are highly preferred.

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

$23.50—$28 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.

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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.

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