[Hiring] Payroll Partner Service Advocate @Pie Insurance

Role Description

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 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.

Qualifications

• 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.
• Knowledgeable about work products and can complete requests with advanced speed, accuracy, and consistency.
• Intermediate problem solving skills to resolve simple to moderately complicated problems quickly and effectively.
• Developed self-direction and responsibility for own tasks, deliverables, and timelines.
• Ability to work in a team environment, develop and sustain collaborative working relationships.
• G-Suite Tools, Salesforce, Payment Processing Systems, and Slack are highly preferred.

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: $23.50 — $28 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.