Digital Account Specialist

The role

You will manage and grow a partner portfolio of 200:1. You will drive business development, address client needs, and meet performance quotas through relationship management and data analysis.

What you will do

• Build and engage with outside agency partnerships to increase engagement
• Work with partner CSRs, producers, and principals to influence production
• Represent Pie in meetings, seminars, trade shows, and networking events
• Build, develop, and manage relationships with retail partners
• Conduct regular meetings with Producers and CSRs
• Use reporting and analytics to identify state and partner trends
• Collaborate cross functionally to execute best practices and strategic initiatives
• Monitor and report progress on initiatives in support of OKRs
• Develop and implement plans to drive profitable premium growth and retention
• Assist in forecasting distribution channel premium

Required qualifications

• High school diploma or equivalent
• 3+ years total professional working experience in Business Development and/or Client Relationship/Account Management
• Adaptable to changes in goals, priorities, workflow, and role responsibilities
• Advanced communication (written, verbal and presentation) skills
• Strong self-awareness and ability to manage own 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
• Promotes cooperation and commitment within a team
• Salesforce
• Google Suite
• Looker (data warehouse)

Nice to have

• Bachelor’s degree
• Commercial insurance experience

Benefits

• Competitive cash compensation
• Comprehensive health plans
• Generous PTO
• Future focused 401k match
• Generous parental and caregiver leave
• Discretionary bonuses to eligible team members

Before you apply

• Remote team members must live and work in the United States (territories excluded)
• Remote team members must have access to reliable, high-speed internet
• By submitting your application, you acknowledge and consent to Pie utilizing AI technologies to assist in our evaluation process

About the company

Pie leverages technology to transform how small businesses buy and experience commercial insurance. The company aims to empower small businesses to thrive by making commercial insurance affordable.