Digital Account Specialist

About the role

This position focuses on managing and expanding a substantial portfolio of partner accounts, totaling approximately 850 accounts. The successful candidate will be responsible for proactive business development efforts, independently addressing client needs, and achieving specific performance targets. The role requires representing Pie Insurance professionally in all interactions with partners and making strategic decisions to improve client relationships, increase premium submissions, and support overall company growth. The role involves working closely with external agency partners, internal teams, and various stakeholders to drive profitable premium growth and ensure high levels of customer satisfaction. The candidate will play a key part in developing strategic initiatives, analyzing industry trends, and implementing best practices to benefit both partners and Pie Insurance.

Key facts

What you'll do

• Build and nurture relationships with external agency partners to increase submissions, binds, and bound premium, ensuring alignment with company goals.
• Collaborate effectively with partner CSRs, producers, and principals to influence production outcomes and support mutual growth objectives.
• Represent Pie Insurance at partner meetings, seminars, trade shows, and networking events, coordinating with internal teams to maximize opportunities and strengthen relationships.
• Develop and manage relationships with retail partners to drive profitable premium growth, ensuring alignment with strategic business plans.
• Conduct regular meetings with agency staff at various levels, including producers and CSRs, to review performance, address concerns, and identify new opportunities.
• Utilize reporting tools and analytics platforms to identify trends across states and partners, developing targeted strategies for large groups of partners to optimize results.
• Work cross-functionally with departments such as sales, underwriting, and operations to develop and implement best practices, process improvements, and strategic initiatives that benefit partners and internal teams.
• Monitor industry insights, market trends, and customer preferences to inform sales strategies and business decisions, translating insights into actionable plans that benefit partners and enhance company profitability.
• Track and report on progress related to initiatives supporting departmental and company OKRs, ensuring accountability and continuous improvement.
• Create and execute strategic plans aimed at achieving profitable premium growth and retention for both new and existing partnerships, adjusting tactics based on performance data.
• Use data, feedback, and industry insights to refine and improve strategic initiatives, ensuring alignment with company objectives and partner needs.
• Assist in forecasting distribution channel premium on a monthly, quarterly, and annual basis, providing accurate projections to support business planning and resource allocation.
• Maintain detailed records of partner interactions, performance metrics, and strategic plans to ensure transparency and facilitate ongoing relationship management.
• Support onboarding of new partners, ensuring a smooth transition and alignment with company processes and expectations.
• Provide ongoing support and training to partners to maximize their understanding of Pie Insurance products and processes.
• Collaborate with internal teams to develop marketing and outreach strategies that enhance partner engagement and drive business growth.
• Stay informed about industry changes, regulatory developments, and competitive landscape to advise partners and internal teams effectively.
• Assist in resolving complex client issues independently, demonstrating problem-solving skills and a customer-centric approach.
• Contribute to the development of sales and account management tools, resources, and documentation to improve team efficiency.
• Participate in internal meetings, strategy sessions, and training programs to stay aligned with company goals and enhance professional skills.

Requirements

• High school diploma or equivalent.
• Minimum of 3 years of professional experience in business development, client relationship management, or account management, preferably within the insurance industry.
• Proven ability to adapt to changing goals, priorities, workflows, and responsibilities in a dynamic environment.
• Strong desire to work in a fast-paced, results-driven setting within a growing organization.
• Excellent written, verbal, and presentation communication skills, capable of conveying complex information clearly and thoughtfully.
• Good self-awareness and emotional intelligence, with the ability to manage emotions and behaviors effectively.
• Demonstrated interpersonal skills, with the ability to adjust approach based on different audiences and situations.
• Proven track record of setting and achieving personal and professional goals, taking ownership of performance, and prioritizing tasks based on importance and deadlines.
• Ability to promote cooperation and teamwork, fostering a collaborative environment to meet shared objectives.
• Strong organizational skills, with the ability to manage multiple accounts and initiatives simultaneously.
• Analytical mindset, comfortable working with data, reports, and analytics tools to inform decision-making.
• Ability to work independently with minimal supervision while maintaining alignment with team and company goals.
• Knowledge of the insurance industry, particularly commercial insurance, is preferred but not required.
• Experience working with CRM systems, reporting tools, and data analysis platforms is advantageous.

Nice to have

• Bachelor's degree in business, marketing, insurance, or a related field.
• Prior experience in commercial insurance or related sectors.
• Familiarity with industry-specific regulations and compliance standards.
• Experience working with AI-powered tools or automation in a sales or client management context.
• Knowledge of industry trends, market dynamics, and competitive landscape.
• Ability to develop and deliver training or onboarding sessions for new partners or team members.

Skills & tools

• Salesforce for customer relationship management and tracking activities.
• Google Suite (Docs, Sheets, Slides) for documentation, reporting, and presentations.
• Looker or similar data warehouse tools for analytics and reporting.
• Strong communication skills, both written and verbal.
• Analytical skills to interpret data and develop strategic insights.
• Ability to work collaboratively across departments and with external partners.
• Time management and organizational skills to handle multiple priorities effectively.
• Problem-solving skills to address client issues and develop strategic solutions.

Practical notes

• This role is based on-site in the United States, and team members must reside and work within the country.
• Candidates should have reliable, high-speed internet access to support remote work requirements.
• The position offers benefits including comprehensive health insurance plans, generous paid time off, 401k matching, and parental/caregiver leave.
• Pie Insurance employs AI-powered tools for initial application screening and video interview note-taking, with human oversight at all stages. By applying, you consent to the use of AI in these processes.
• The company values diversity and encourages applicants from all backgrounds to apply.
• The role may involve occasional travel for partner meetings, industry events, or training sessions.
• Candidates should be prepared to demonstrate their experience and skills through interviews and assessments.
• The company provides onboarding and training to ensure new team members are equipped to succeed in their roles.
• Ongoing professional development opportunities are available to support career growth within Pie Insurance.