Strategic Account Manager

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.

About the role

As a Strategic Account Manager, you will innovate and manage acquisition and the overall partner experience to ensure substantial and profitable growth with strategic partnerships. These partnerships include high-volume partnerships such as Wholesale or other complex partnership structures. The role is accountable for identifying and developing new partnerships while managing and strengthening existing relationships. You will drive strategic planning to maximize growth and the 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.

Responsibilities

• 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 opportunities.
• 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 execution to performance metrics and industry trends.
  • Collaborate cross-functionally to develop and execute best practices, process improvements, and strategic initiatives designed to benefit both partners and Pie.
• 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 initiatives.
  • 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, transitioning 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 strategic initiatives in both external (partner) and internal (Pie) teams.
  • Assist in forecasting distribution channel premium on a monthly, quarterly, and annual basis.

Requirements

• High school diploma or GED required.
• Bachelor’s Degree or equivalent experience with some college coursework preferred.
• 5+ years of experience in Sales or Account Management.
• 3+ years of insurance experience preferred; 2+ years in commercial insurance preferred.
• Experience managing or working within payroll distribution is strongly preferred.
• Adaptable to changes in goals, priorities, workflow, and role responsibilities.
• Desire a fast-paced, results-driven environment at a growing company.
• Advanced problem-solving skills to manage complex situations with multiple layers and resolve them by anticipating future needs.
• Intermediate awareness of your own tasks and how they impact the team and deliverables.
• Ability to clearly define desired outcomes supported by impact analysis when necessary.
• 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 emotions and behavior—Executive Presence.
• Basic leadership skills and some general experience leading work groups or task forces in specific projects.
• Proficiency in G-Suite Tools, Collaboration tools (Slack preferred), Salesforce, Looker, and Zoom.
• Advanced sales skills with a consistent track record in achieving/exceeding targets in a closing role; relevant experience in developing new business relationships, overcoming objections, and presenting sales solutions/products to new clients.
• Developed ability to plan and execute strategically.

Pay

Base Compensation Range: $110,000—$135,000 USD

Benefits

• Competitive cash compensation.
• Comprehensive health plans.
• Generous PTO.
• Future-focused 401k match.
• Generous parental and caregiver leave.

Schedule

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.