Director, Customer Service and Operations

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.

As Director, Customer Service and Operations you oversee and manage end to end processes for all customer-facing policy support needs, policy changes and actions, as well as premium changes and audits. This role is accountable for Pie's customer service quality, audit effectiveness, and receivables management. From a leadership perspective, you manage all customer facing, operational functions at Pie. You are responsible for developing the strategy to ensure successful delivery in our day to day operations (service levels, resolution rates, quality) and will lead an organization through growth & scale by setting a service vision, developing strategies and driving continuous improvement.

The Director will lead all workforce management functions to optimize staffing efficiency and service levels. This role involves developing accurate forecasting models based on historical data and trend analysis, creating strategic scheduling frameworks that balance customer demand with agent availability, and implementing real-time adherence monitoring to ensure optimal coverage. The Director will oversee capacity planning for peak periods, manage intraday adjustments to address volume fluctuations, and collaborate with operations teams to minimize overstaffing and understaffing scenarios. 

How You’ll Do It

• Manage end to end partner & policyholder policy experiences
• Identify gaps and needs for automation to create the best end to end experience. Create connectivity by collaborating cross-functionally within the direct functional areas as well as across other departments and functions that will influence direction, or could be impacted by strategy and direction within our departments.
• Responsible for the overall compliance of the program; fulfilling state requirements and diverse premium audit accuracy programs (driven by NCCI and Departments of Insurance).
• Accountable for the internal and external collection programs; managing through Managers and Analysts to maximize AR and reduce bad debt.
• Develop strategy for successful day to day deliverables
• Leading in program strategies, and overall responsibility for successful delivery of processes and tools.
• Responsible for overall scalability of programs success within functional areas.
• Responsible for managing and implementing operational work processes including improvement, efficiency, and technology-driven solutions and achieving operational excellence. As the key decision maker, this position is responsible for making final decisions on implementation and ensuring operational effectiveness.
• Uses Pie and CS data to inform and measure on the teams’ objectives, and track how the CS team influences Pie’s overarching OKRs.
• Drive efficiency at scale
• Works cross-functionally with UW, Product, Claims, Compliance, BD, Marketing, and Executives to deliver a best in class audit operation for our customer, partners, and internal team members to achieve Pie's financial goals.
• Oversee the development of processes that prioritize value added interactions or work while automating and reducing manual tasks.
• Partnering across the org to eliminate the need for help or service or enable automated resolutions.
• Build quality based programs that lead to retention
• Responsible for continuous improvement processes and encouraging the test and learn approach.
• Establish KPIs and managing to performance expectations
• Uses quality insights to drive improvement and push strategy on both people and processes within the organization.

The Right Stuff

• A Bachelor’s degree is required. Graduate’s Degree is preferred.
• 12 years of related experience in insurance, Insurtech, customer service, premium audit or other service based organization set up is required.
• 6  years leading leaders or team management responsibilities is required.
• Data literacy is the ability to read, work with, analyze, and argue with data. 
• Specifically, need to be able to: 
• Understand Data - knowing what data is and the ways it can be used. 
• Critical Thinking: Asking the right questions about the data you see.
• Evaluating Data: Deciding if the data is good quality and useful for what you need.
• Using Data: Being a