Pie Insurance is an insurtech company tackling meaningful problems. At Pie, we work with small businesses using technology and innovation to improve how they access insurance. Like our small business clients, we are a diverse team of builders, dreamers, and entrepreneurs. So, at the heart of every decision we make is the idea that if it doesn’t serve our clients, it doesn’t serve us.
A majority of Pie’s current and future premium is expected to come from distribution partners such as retail agents, wholesale agents, and alternative relationships such as clusters and aggregators. As an extension of Pie, these distribution partners must operate with a customer- first mentality and share Pie’s goal for disciplined profitable underwriting. Our Business Development Associate role is charged with managing the success of these relationships within a specified segment of our partner channel.
Today, all Pie-oneers are working remotely and will continue to do so until it is safe to return to the office. As a remote team member, you will be expected to be available for meetings with team members in other time zones and have access to reliable, high-speed internet.
We will consider this role for continued remote work in the United States once our offices reopen with up to 10% travel to Denver and/or DC.
- Effectively assist in the onboarding and training of our new agency partners to ensure their early success - Effectively transition partners from onboarding to an engaged status in their partnership with Pie. - Establish frequent cadence of touchpoints with new partners to assist in their early engagement with Pie. - Identify profile gaps, maintain accurate information, and obtain a complete understanding of that agency, their workflows, how they operate, and individuals who will influence positive outcomes. - Uncover users who did not onboard in order to convey our value proposition and elicit their buy in. - Drive submissions into Pie through strategic thinking, and measurable activities - High frequency call out cadence to users who quote, sell, or manage at our partner agencies and drive submissions into Pie. - Empower partners with knowledge and updates to keep Pie top of mind in an effort to be the first carrier option approached for their submissions. - Identify creative solutions we can provide partners to make a positive impact in goal attainment. - Build out a future pipeline for partners that is trackable and can be followed up on. - Manage and track all initiatives, tasks and activities via Salesforce. - Territory Management - Solidify meeting activity with agency primary contact and larger groups to remain top of mind and consistently overcome hurdles in the way of success. - Monitor and maximize the volume within the territory in total and in same store sales. - Thoughtfully distribute critical updates to partners in order to raise awareness of innovation, enhancements, and solidify our value proposition. - Utilize data to uncover trends, drive strategy and maximize attainment within the territory. - Collaborate with the Pie policyholder services, underwriting, marketing and development teams to develop, manage, and drive distribution partner premium generation. - Ability to forecast distribution channel premium on a monthly, quarterly and annual basis and ability to present actions being taken to correct attainment of goals as needed. - Live into your personal brand to establish trust and improve output from your partners who can be relied upon to deliver consistent outcomes through the relationship your individual brand has built. - Re-engage underperforming partners - Re-engage underperforming partners that have not bought into our value propositions through diligent follow up and careful attention to the solution we will provide them to ensure their future success. - Create and implement strategies to turn around underperforming partners.
- Bachelor's Degree or equivalent experience with some college coursework is required. - 5+ years total professional working experience required. - 2+ years insurance sales experience required. - 2+ years of experience in workers' compensation or other commercial insurance preferred. - 1+ year of experience working in a call center or inside sales preferred. - Advanced communication (written, verbal and presentation) skills, to deliver complex information effectively and align people with the needs of the project/team. - Intermediate problem solving skills to be able to manage complex tasks and work through to solutions with little guidance and direction. - Intermediate awareness of your own tasks, and how it impacts the team and deliverables - G-Suite Tools, Collaboration tools (slack is preferred), basic office machines, CRM system (Salesforce preferred). - Intermediate Sales skills and the professional stamina to handle objections and maintain a positive attitude, speaking with customers via email and phone. - Demonstrated ability to identify trends in data and implement strategic initiatives as needed. - Strong ability to influence decision makers. - Ability to understand how current market conditions and trends are impacting results within the territory. - Intermediate knowledge of insurance product lines. - Strong ability to find opportunities to create, automate and improve processes to ensure the best delivery of people's services.
- Competitive salary - A piece of the Pie (in the form of stock options) - Comprehensive health plans - Generous PTO - Paid sick leave - Future focused 401k match - Our core values are more than just a poster on the wall; they’re tangibly reflected in our work and recognized with our monthly culture award. - Generous parental leave
Compensation & Benefits
Our goal is to make all aspects of working with us as easy as Pie. That includes our offer process. When we have identified talent that is a good fit for Pie, we work hard to present an equitable and fair offer. We look at your knowledge, skills and experience along with your compensation expectations and align that with our company equity processes to determine our offer ranges.
We value and want to support our team members, and are proud to offer a comprehensive compensation package which includes the following:
Compensation Range for position: $70,000 - $80,000
This is an incentive pay based position and as such, there is no guaranteed commission amount. The OTE is approximately $100,000, and is based on successfully meeting standard metrics and key productivity indicators.
Pie Insurance is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.