Strategic Account Associate

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 a Strategic Account Associate, you will be responsible for managing the overall partner experience to ensure substantial and profitable growth within the strategic partnerships team, specifically driving affiliates to National Partners. These partnerships may include affiliates to national or regional retail partnerships, network agencies, API partners, or national program opportunities. The role is accountable for working closely with our National Account Management team to effectively onboard, rehabilitate and further strengthen existing relationships, ensuring we gain carrier preference within the agency. Managing these partners mandates a high level of activity and execution but also a strength in strategic planning to maximize profitable growth and relationship between the partner and Pie.  

How You’ll Do It

• Effectively assist in the onboarding and training of our new agency partners 
• Demonstrate a keen understanding of our value proposition and convey effectively to new partners in order to solidify the solutions Pie will solve for the partnership.
• Drive partner engagement through the onboarding/training phase by establishing frequent cadence of touchpoints with new partners to assist their launch.
• Immediately identify early trends at the agency as well as at the user level to correct or encourage behaviors early into the partnership.
• Identify profile gaps and complete our understanding of that agency, their workflows, how they operate, and individuals who will influence positive outcomes.
• Uncover users who were not onboarded and create a space for those individuals to hear our story and add value.
• Management of territory to drive profitable premium through strategic partners
• Work closely with the national account management team to understand and execute the strategic opportunities within the assigned partners to maximize the volume within the territory in total and in same store sales.
• Solidify meeting activity with agency primary contact, larger groups, and individual user level to remain top of mind and consistently overcome hurdles in the way of success.
• High frequency call out cadence to stakeholders and influencers at the agency that can assist in outcomes, ensuring we are engaging with every user within the agency that can drive submissions to Pie.
• Build out a future submission pipeline for partners that is trackable and can be followed up on.
• Thoughtfully distribute critical updates to partners in order to raise awareness of innovation, enhancements, and solidify our value proposition within the agency which creates a level of carrier preference.
• Monitor necessary reporting that will provide insights, and identify trends that will add value to individuals and agencies to ensure positive outcomes.
• Rehabilitating relationships that have not yet experienced the value propositions, Pie is able to offer the partnership through diligent follow-up and careful attention to the specific needs of the agency.
• Create a daily and weekly plan to optimize overall productivity while maintaining necessary information in order to effectively forecast distribution channel premium on a monthly, quarterly and annual basis.      
• Tracking and reporting performance metrics and industry trends
• Pull and analyze reports that are used to more effectively manage partners, territories and day to day activity goals to meet the monthly: Acquisition, Onboarding, Engagement, and Premium goals.
• Maintain industry insights or trends that directly impact the business decisions.
• Monitor customer preferences to determine focus of sales efforts.

 

The Right Stuff

• • Bachelor’s degree or equivalent experience with some college coursework is required. 
  • Minimum of 4-years relevant working experience is required.
  • Minimum of 2-years experience in insurance or Saas organization is required, preferably in Workers Compensation or other commercial lines.
  • 2-years of partner channel management experience is preferred.
  • Experience managing strategic, national, API, or wholesale partners is preferred.
  • Working knowledge of agency hierarchy to strategize desired outcomes by leveraging resources embedded within complex external organi