Pie Insurance
Remote
Remote

Commercial Insurance Account Specialist at Pie Insurance (Remote)

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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—starting with workers’ compensation.
 
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.

The Commercial Insurance Account Specialist role plays a key part in the direct sales team by driving and maintaining high retention numbers through their unique ability to connect with clients. This role requires flexibility, industry knowledge, and strong relationship management skills to garner positive results. Commercial Insurance Account Specialists will be responsible for the management of 3rd party commercial insurance renewals, issuing Certificates of Insurance, acting as a liaison between the insured and the carrier, and cross selling other lines of business to customers when renewing.

How You’ll Do ItRenewing and Retaining Commercial Client Insurance Policies
  • Speaking with clients by answering inbound inquiries, providing COI’s and requested insurance documents, updating client information within policies and CRM systems.
  • Outreach to clients on a consistent basis to notify of upcoming renewals, verify accuracy of policyholder information and ensure accurate quotes.
  • Working in Salesforce and policy management system to pull activities and work with assigned accounts through the renewal process.
  • Answering questions on policy items to ensure first-class client experience, strengthening the client relationship.
  • Acting in a consulting capacity to support the client’s needs regarding their policy and sell additional products.
  • Administrative data input and document upload. 
Provide Excellent Service to Commercial Customers 
  • Understand our carrier relationships and service capabilities.
  • Provide excellent customer service and communication by answering questions and resolving issues or concerns.
  • Ability to navigate multiple internal systems to locate and edit customer policy information.
  • Act as a liaison between customer and third-party carriers to ensure timely response and resolution to their inquiry.
Manage the Quote Process
  • Manage the quote process for commercial insureds.
  • Assess changes in the customer’s  account to assess if a new quote is appropriate, or if previous policies quote is still applicable.
  • Gather business and risk assessment information including verifying information with the customer about their business.
The Right Stuff
  • A high school diploma or GED is required, a bachelor’s degree is preferred.
  • Active License in P&C (Property and Casualty) Insurance is required. 
  • A minimum 2 years of inside sales, account management, or customer solutions/success experience required.
  • 1+ years of commercial insurance experience required. Worker’s compensation experience is highly preferred. 
  • Working knowledge of Salesforce or other CRM systems required. 
  • Basic skills in using G Suite tools, Collaboration tools (e.g. Slack), Zoom and VOIP phone systems.
  • Strong communication skills: ability to deliver information in a clear and concise manner, as well as persuasively, to various audiences.
  • Demonstrated sales skills: meets and often exceeds sales performance quotas consistently. Ability to follow and move through the renewal and new business sales process in order to complete the sale. 
  • Strong Commercial Insurance knowledge: understands policy structure, evaluating risk, classifies business with correct class codes, and general understanding of other insurance product lines.
  • Knowledgeable in determining customer needs: has ability to rerate and quote Lines of Business according to new information and quote multiple lines in third party portals, understanding of system of functionality and uses.

Base compensation for position: $28.00/hour - $29.00/hour

This is an incentive pay based position and as such, there is no guaranteed commission amount. The on-target earnings (OTE) for this role are  approximately $79,500 and are based on successfully meeting performance expectations.

#LI-KD1

Compensation & Benefits 
  • Competitive cash compensation
  • A piece of the pie (in the form of equity)
  • Comprehensive health plans
  • Generous PTO, including paid sick leave 
  • 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 

Our goal is to make all aspects of working with us as easy as pie. That includes our offer process. When we’ve identified a talented individual who we’d like to be a Pie-oneer , we work hard to present an equitable and fair offer. We look at the candidate’s knowledge, skills, and experience, along with their compensation expectations and align that with our company equity processes to determine our offer ranges. 

Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.

Location Information 

Unless otherwise specified, this role has the option to be hybrid or remote. Hybrid work locations provide team members with the flexibility of working partially from our Denver or DC office and from home. 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. Please click here, here and here for more information.

Pie Insurance is committed to protecting your personal data. Please review our Privacy Policy.  

Built In Colorado honors Pie in its 2022 Best Places to Work Awards
Pie Insurance Raises $118 Million in Series C Funding
Pie Insurance Named a Leading Place to Work in Colorado
Check out our great reviews from current and former employees on Glassdoor
 
#LI-REMOTE
#BI-REMOTE
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Candidate Location Eligibility:
Colorado, CO

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • MongoDBDatabases
    • MixpanelAnalytics
    • BalsamiqDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • SalesforceCRM
    • MarketoLead Gen
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What are Pie Insurance Perks + Benefits

Culture
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Pie Insurance has a group of Culture Ambassadors from across the organization. This group creates content and hosts activities that reflect our values and foster collaboration, and fun!
Daily sync
Open door policy
Team owned deliverables
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 16 weeks of parental leave for the primary caretaker. Pie also provides 16 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Pie provides employees with a flexible work schedule that includes Core hours.
Remote Work Program
Family Medical Leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Generous PTO policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Parking
We offer team members a parking subsidy.
Relocation Assistance
Home Office Stipend for Remote Employees
Professional Development Benefits
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available

An Insider's view of Pie Insurance

How does your team reward individual success?

Our Customer Care team rewards success by giving "snaps" in team and company slack channels. We like to verbally recognize people in our team meetings by giving them a shout out and telling them they are valuable to the team and are appreciated! It is important to also be conscious of how people like to be recognized and not put people "on blast".

Seika

Customer Success Working Team Lead

How do you collaborate with other teams in the company?

As a Sales Manager, I work closely with Underwriting & Customer Care on improving our processes to be more efficient from quote to issuance. With Marketing, I help with campaign initiatives to roll out to new and old prospects. I also connect with our UX & Product Teams to provide feedback on ways to enhance our online quote flow for our customers.

Marty

Inside Sales Manager

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