Strategic Account Manager - Payroll

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.

Pie Insurance is seeking a dynamic Strategic Account Manager to oversee three of our premier payroll distribution partners. This high-impact role is critical to driving growth and deepening relationships with partners that generate significant business volume. The ideal candidate will have a proven track record in managing complex partnerships, working closely with senior leadership, and executing both high-level strategy and detailed account management. They should be comfortable navigating executive conversations while also diving into account-level transactions to optimize performance. This role requires deep expertise in pay-as-you-go Workers Compensation solutions, business development and a strong understanding of the competitive Workers Compensation landscape. This role will be responsible for identifying new growth opportunities, ensuring a positive partner experience and enhancing Pie’s position in the partners carrier panel.

How You’ll Do It

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 the opportunities further.

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 executing 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-Oneers.

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 initiative.
• 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, 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 strategic 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.

The Right Stuff

• High school diploma or GED Required.
• Bachelor's Degree or equivalent experience with some college coursework is preferred.
• Minimum of  5 years of experience in Sales or Account Management.
• Minimum of 3-years of insurance experience preferred, 2 years in commercial insurance preferred.
• Experience managing payroll distribution  partners is strongly preferred.
• Adaptable to changes in goals, priorities, workflow, and role responsibilities. Desire a fast paced results drive environment at a growing company
• Advanced problem-solving skills, to be able to manage complex situations with multiple layers, and resolve to solution anticipating needs now and into the future.
• Intermediate awareness of your own tasks, and h