Strategic Account Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $110k - $135k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Pie Insurance

WebsiteLinkedInAll Job Openings

201 - 500 employees

🛡️ Insurance

💳 Fintech

🤝 B2B

Insurance • Fintech • B2B

Pie Insurance is transforming small business insurance by making it less expensive, simpler, and more transparent for small business owners. With a team of seasoned technology and insurance experts, Pie Insurance is dedicated to enhancing the insurance experience, particularly focused on workers' compensation and InsureTech innovations.

📋 Description

• Innovate and manage acquisition and the overall partner experience to drive substantial and profitable growth with strategic partnerships. • Identify and develop new partnerships while managing and strengthening existing relationships. • Develop multi-tier relationship plans covering agency structure, markets, premiums, policies, commissions, initiatives, and stakeholders. • Identify profile gaps and understand agency workflows, operations, and influential individuals. • Represent Pie in partner meetings, seminars, trade shows, and networking events. • Manage interdepartmental involvement to maximize partnership opportunities. • Develop and maintain understanding of agency organizational hierarchies. • Facilitate regular meetings with executive teams, leadership, producers, and CSRs. • Attend agency meetings and producer conferences; conduct field and virtual agency meetings. • Track portfolios, report performance, and execute against metrics and industry trends. • Collaborate cross-functionally on best practices, process improvements, and strategic initiatives. • Identify opportunities to increase agency production and validate initiative profitability. • Modify processes and workflows, implement strategic initiatives, and monitor results. • Monitor industry insights, trends, and customer preferences and convert them into actionable sales and business decisions. • Report initiative progress against department and company OKRs. • Develop and implement plans to drive profitable premium growth and retention. • Forecast distribution-channel premium monthly, quarterly, and annually.

🎯 Requirements

• High school diploma or GED Required. • Bachelor's Degree or equivalent experience with some college coursework is preferred. • 5+ years of experience in Sales or Account Management. • 3+ years of insurance experience preferred, 2+ years in commercial insurance preferred. • Experience managing working within payroll distribution is strongly preferred. • Adaptable to changes in goals, priorities, workflow, and role responsibilities. • Advanced problem-solving skills for complex situations with multiple layers. • Intermediate awareness of own tasks and impact on team deliverables. • Ability to define desired outcomes supported by impact analysis when necessary. • Advanced written, verbal, and presentation communication skills. • Basic leadership skills and experience leading work groups or task forces on specific projects. • G-Suite Tools, collaboration tools (Slack preferred), Salesforce, Looker, and Zoom preferred. • Advanced sales skills with a consistent track record achieving or exceeding targets in a closing role. • Experience developing new business relationships, overcoming objections, and presenting sales solutions/products to new clients. • Ability to plan and execute strategically.

🏖️ Benefits

• Competitive cash compensation • Comprehensive health plans • Generous PTO • Future focused 401k match • Generous parental and caregiver leave • Discretionary bonuses may be granted to eligible team members

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