[Hiring] Digital Account Specialist @Pie Insurance

Role Description

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.

Qualifications

• 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.
• 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.

Requirements

• 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.

Benefits

• Base Compensation Range: $25.25 — $30 USD.
• Competitive cash compensation.
• Comprehensive health plans.
• Generous PTO.
• Future focused 401k match.
• Generous parental and caregiver leave.
• 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.
• 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.
• Pie Named to 2025 America's Best Startup Employers.
• Pie Insurance 2025 State of Workplace Safety Report.