Strategic Account Manager

Pie Insurance; United States; Remoto; USD 110.000 - 150.000; Tempo pieno

Descrizione del lavoro

Pie Insurance is seeking a Strategic Account Manager in the United States to lead acquisition and partner experience for growth with strategic partnerships. Manage a portfolio of partnerships, drive profitability, and align with Pie’s underwriting goals through disciplined collaboration.

You will engage with agencies, executives, and producers, develop multi-tier relationship plans, and coordinate cross-functional initiatives to optimize results and commissions.

Competenze

• High school diploma or GED required.
• Bachelor's degree or equivalent experience preferred.
• 5+ years of experience in Sales or Account Management.
• 3+ years of insurance experience preferred, 2+ years in commercial insurance preferred.

Mansioni

• Build and engage with outside agency partnerships and multi-tier relationship plans.
• Identify agency profile gaps and stakeholders to improve outcomes.
• Represent Pie in meetings, seminars, and networking events with partners.
• Develop and maintain understanding of agency hierarchy and key stakeholders.
• Facilitate regular meetings with agency executives, leaders, producers and CSRs.
• Attend agency meetings and conferences, both field and virtual.
• Track portfolios, reporting, and execution to performance metrics and trends.
• Collaborate cross-functionally to implement best practices and strategic initiatives.
• Develop programs to drive increased agency production and profitability.
• Forecast distribution channel premium on monthly, quarterly, and annual cycles.

Conoscenze

Sales

Account Management

Strategic planning

Relationship building

Partnership development

Formazione

High school diploma or GED

Bachelor's degree or equivalent experience

Descrizione del lavoro

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 Strategic Account Manager, you will be responsible for innovating and managing acquisition and the overall partner experience to ensure substantial and profitable growth with strategic partnerships. These partnerships include high volume partnerships including but not limited to Wholesale, or other complex partnership structures. The role is accountable for the identification and development of new partnerships while managing and strengthening existing relationships. Managing these partners mandates a strength in strategic planning to maximize the growth and relationship between the partner and Pie. As an extension of Pie, these distribution partners must operate with a customer first mentality and share Pie’s goal for disciplined profitable underwriting.

How You’ll Do It

Build and engage with outside agency partnerships:

• Gain a thorough understanding of locations, organizational hierarchy, competitive markets, agency premiums and policies, agency focus, needs, and pain points, commission agreements, strategic initiatives, and key stakeholders by developing a Multi-Tier relationship plan .
• Identify profile gaps and complete our understanding of that agency, their workflows, how they operate, and individuals who will influence positive outcomes.
• 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 strategic partners to drive profitable premium:

• Develop and maintain a complete understanding of the agency organizational hierarchy.
• Facilitate consistent and regular meetings with various levels of the agency - Executive Team, Leadership, Producers, and CSRs.
• Attend key agency meetings and producer conferences.
• Conduct field and virtual agency meetings.
• Manage portfolio tracking, reporting, and executing to performance metrics and industry trends.
• Collaborate crossfunctionally to develop and execute best practices, process improvements, and strategic initiatives designed to benefit both partners and Pie-Oneers.

Develop strategic programs:

• Seek and identify unique opportunities to drive increased agency production.
• Collaborate and analyze strategic initiatives internally to validate profitability.
• Establish process and workflow modifications required to drive strategic initiative.
• Implement and monitor results of defined strategic initiatives.

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 strategic 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 GED Required.
• Bachelor's Degree or equivalent experience with some college coursework is preferred.
• 5+ years of experience in Sales or Account Management.
• 3+ years of insurance experience preferred, 2+ years in commercial insurance preferred.
• Experience managing working within payroll distribution is