Strategic Account Manager
Pie InsuranceAbout the role
As a Strategic Account Manager, you will be responsible for innovating and managing acquisition and the overall partner experience to ensure substantial and profitable growth with strategic partnerships. These partnerships include high volume partnerships including but not limited to Wholesale, or other complex partnership structures. The role is accountable for the identification and development of new partnerships while managing and strengthening existing relationships. Managing these partners mandates a strength in strategic planning to maximize the growth and relationship between the partner and Pie. As an extension of Pie, these distribution partners must operate with a customer first mentality and share Pie’s goal for disciplined profitable underwriting.
How You’ll Do It
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Recruiting of new partnerships & effectively onboard to ensure immediate success
- Create, implement and execute a partner recruitment strategy with a focus on your dedicated partner channel, gaining an in depth understanding of the organizational structure and needs to ensure a successful partnership
- Demonstrate a keen understanding of our value proposition and convey effectively to new partner prospects.
- Manage new partner opportunities through the pipeline lifecycle, through contract completion.
- Develop and execute a plan to onboard new partners in a consistent, scalable and efficient manner including development of SOPs to support specifics of the partnership including API needs, remittance, audit specifications, etc. while coordinating the partnership launch with internal and external partners.
- Identify profile gaps and complete our understanding of that agency, their workflows, how they operate, and individuals who will influence positive outcomes.
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Manage and drive profitable premium through strategic partners
- Develop and implement strategic plans to drive profitable premium growth and retention for new and current partnerships that is forged at the top but executed throughout the hierarchy of the organization down to the individual user
- Represent Pie in meetings with partners, seminars, trade shows and networking events including managing interdepartmental involvement to maximize the opportunities further
- Execute any and all user needs to ensure preference across the partners organization resulting in, increasing user base, top line submissions, conversion resulting in increased premiums, and overall retention.
- Assist in forecast distribution channel premium on a monthly, quarterly and annual basis.
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Develop strategic programs
- Work with Marketing, Product and UW to bring new programs to market.
- Ideate and execute on innovative and creative solutions to pain points that partners may encounter with Pie or may have in the marketplace in general to turn the hurdle into an opportunity
- Own uncovering, sourcing, implementing and managing resources or tools necessary to maximize the partnership including but not limited to remittance process, API integrations, product implementations, marketing campaigns, incentives, etc.
- Living into agile thinking, having a strong interest in testing and learning, iterating based on findings sound in facts with data to support.
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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 the partnerships further and responsible thereafter to measure results and iterate as needed.
- Work across teams and collaborate with stakeholders to establish best practices and innovative ways to strategically align ourselves with our payroll partners while understanding the needs of multiple cross functional groups.
- Monitor and report progress on initiatives in support of the department's overall OKRs .
- Provide Ad Hoc reporting and data to BD leadership team as requested.
The Right Stuff
- High school diploma or GED Required.
- Bachelor's Degree or equivalent experience with some college coursework is preferred.
- Minimum of 6-years working in a sales or senior professional role is required.
- Minimum of 3-ye
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