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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 ItMaintain 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
- 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. Strong confidence, self- awareness and ability to manage 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 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
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.
- Competitive cash compensation
- Comprehensive health plans
- Generous PTO
- Future focused 401k match
- Generous parental and caregiver leave
- Our core values are more than just a poster on the wall; they’re tangibly reflected in our work
Making every part of working with us "Easy as Pie" - including our offer process. When we find someone we'd like as a Pie-oneer (a member of our team), we move quickly to put together a fair offer based on your skills, experience, location, and compensation expectations.
Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.
Location InformationUnless 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 InformationPie 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.
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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
Skills Required
- High school diploma or equivalent
- Bachelor's degree
- 3+ years of professional experience in business development and/or client relationship or account management
- Commercial insurance experience
- Adaptability in a fast-paced, results-driven environment
- Advanced written, verbal, and presentation communication skills
- Executive presence and emotional self-awareness
- Strong interpersonal skills and ability to adapt to audience needs
- Ability to set and achieve goals with ownership and accountability
- Ability to prioritize tasks by importance and deadline
- Ability to promote cooperation and team commitment
- Experience with Salesforce, Google Suite, and Looker
- Demonstrated success achieving extraordinary sales targets
- Residence and work authorization in the United States, excluding territories
- Reliable, high-speed internet for remote work
What the Team is Saying
Pie Insurance Compensation & Benefits Highlights
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Healthcare Strength — Employer-paid health, dental, and vision premiums for full-time employees are a standout, supplemented by company HSA contributions that enhance affordability from day one. This combination positions core medical coverage as a strong pillar of the total rewards package.
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Parental & Family Support — Three months of fully paid parental leave, caregiver leave, and a structured return-to-work plan are presented as key offerings. These provisions signal meaningful support for employees with family responsibilities.
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Leave & Time Off Breadth — An open or flexible PTO policy is described as generous, with remote or hybrid arrangements complementing time-off flexibility. This breadth of time-off options is positioned as a notable advantage.
Pie Insurance Insights
What We Do
Pie is transforming small business insurance. Our team of seasoned technology and insurance experts are on a mission to empower small businesses to thrive by making insurance affordable and as easy as pie.
Why Work With Us
Our team of seasoned technology and insurance experts is on a mission to make insurance less expensive, simpler, and more transparent for small business owners. In the process, we’re creating a workplace where people thrive and ideas become actions.
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Remote Workspace
Employees work remotely.
As a fully remote company, Pie supports our Pie-oneers in working in a U.S. location that’s best for them.
