Digital Account Specialist

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.

The Digital Account Specialist is an individual who operates with urgency to support incoming digital team business development efforts. This position will support and respond to incoming acquisition efforts and tradeshow support needs. Focusing on both agency and retail-based relationships, the Digital Account Specialist will support all agency profiling and onboarding efforts. 

 

How You’ll Do It

Acquisition of new partners

• Inbound and outbound sales efforts including trade show presence
• Manage a large transactional caseload (approx 850:1 ratio)
• Present a strong executive presence to convert interested partners successfully
• Manage overall ownership of time, processes, and outcomes/results
• Memorialize all conversations and their corresponding units of value in SFDC for future benefit of Pie
• Meet or exceed new agency acquisition targets monthly

Onboarding new clients

• Author a compelling story and captivate all participants during onboarding presentations
• Convey confidence in the message and the presented material
• Distill complex content and processes into their simplest form
• Tenacious coverage of every individual to ensure content is seen and absorbed
• Capture early engagement evidenced through production and capitalize on interest to create additional submission volume
• Build lasting relationships by focusing on and addressing the unique needs of the audience

Maintain service communication with existing partners

• Take ownership of engaging disengaged partners at key moments

 

The Right Stuff

• High school diploma or equivalent required. Bachelor’s degree preferred.
• 3 years of experience in Sales or Account Management
• 3 years of insurance experience preferred
• 2 years in commercial insurance preferred
• Adaptable to changes in goals, priorities, workflow, and role responsibilities. Desire a fast paced results drive 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.
• 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.
• Experience with Salesforce, Google Suite, Looker (data warehouse)
• Demonstrated success achieving extraordinary sales targets

 

This is an incentive pay based position and as such, there is no guaranteed commission amount. The on-target commission for this role is approximately $15,000 and is based on successfully meeting performance and production expectations.

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Base Compensation Range$28.25—$33.65 USD

Compensation & Benefits 

• Competitive cash compensation
• A piece of the pie (in the form of equity)
• 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 

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 w