Pie Insurance
Denver, CO
Remote

Commercial Insurance Account Specialist

| Greater Denver Area | Remote
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. 

The Commercial Insurance Account Specialist is responsible for renewing and retaining Pie’s small commercial clients. This role will act as a liaison between the insured, agency and carrier, will provide on-going service on policies and customer records, and complete other back office support to meet the client’s needs.

This role will have the option to be a hybrid or fully-remote position. Hybrid roles provide team members with the flexibility of working partially from our Denver or DC office and from the team member's home. If 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. 

How You’ll Do It

At Pie, we are pioneering a new approach to insurance, which means a new approach to renewals and account management. The Commercial Insurance Account Specialist role plays a key part in the direct sales team by driving and maintaining high retention numbers through their unique ability to connect with clients. This role requires flexibility, industry knowledge, and strong relationship management skills to garner positive results. 

Renewing and Retaining Commercial Client Insurance Policies

  • Speaking with clients by answering inbound inquiries, providing COI’s and requested insurance documents, updating client information within policies and CRM systems.
  • High volume outreach to clients on a daily basis to notify of upcoming renewals, verify accuracy of policyholder information and ensure accurate quotes.
  • Working in Salesforce and policy management system to pull activities and work with assigned accounts through the renewal process.
  • Answering questions on policy items to ensure first-class client experience, strengthening the client relationship.
  • Acting in a consulting capacity to support the client’s needs regarding their policy and sell additional products.

Managing the Quote process

  • Assess changes in the client’s account to assess if a new quote is appropriate, or if previous policies quote is still applicable.
  • Gather business and risk assessment information including verifying information with the customer about their business.
  • Working with Pie’s underwriting team to verify current claim history and research new claims. 
  • Act as a liaison between customers (regarding billing questions) with the third-party carrier to make sure payments are being processed to close out the business.

The Right Stuff

  • A high school diploma or GED is required, a bachelor’s degree is preferred.
  • Active License in P&C (Property and Casualty) Insurance is required. 
  • At least 2 years of Experience in inside sales, account management, or business development in the insurance marketspace required.
  • Working knowledge of Salesforce and how it is used in sales is highly desirable.
  • Basic office skills including using MS Office or G Suite technology.
  • Basic office/collaboration tools skills (VOIP phone system, emails, Slack, Zoom and video conferencing).
  • Intermediate to advanced skills in both written and verbal communication.
  • Intermediate organization skills in order to track your progress on renewals.
  • Problem solving skills with limited need for direction are highly desirable. 
  • Ability to work through conflict resolution and build and manage relationships in challenging circumstances is preferred.
  • Proficient in their ability to manage timelines and deliverables without a lot of direction.
  • A high level of emotional intelligence and assessment of situations in order to build logical resolutions without an emotional response.

Pie Perks

  • 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:

Base Compensation Range: $55,000 - $63,500

This is an incentive pay based position and as such, there is no guaranteed commission amount. The OTE is approximately $79,500, 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.

Pie Insurance participates in the E-Verify program. Please click here, here and here for more information.

Our Achievements
Pie Insurance Named a Top Colorado Company 2020
Pie is rated Excellent by our customers on Trustpilot
Check out our great reviews from current and former employees on Glassdoor
Pie raises an additional $127M in funding

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Where we are

1755 Blake St , Denver, CO 80202

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • MongoDBDatabases
    • MixpanelAnalytics
    • BalsamiqDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • SalesforceCRM
    • MarketoLead Gen
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What are Pie Insurance Perks + Benefits

Culture
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Pie Insurance has a group of Culture Ambassadors from across the organization. This group creates content and hosts activities that reflect our values and foster collaboration, and fun!
Daily sync
Open door policy
Team owned deliverables
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 16 weeks of parental leave for the primary caretaker. Pie also provides 16 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Pie provides employees with a flexible work schedule that includes Core hours.
Family Medical Leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Generous PTO policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Parking
We offer team members a parking subsidy.
Relocation Assistance
Professional Development Benefits
Lunch and learns
Cross functional training encouraged
Promote from within

An Insider's view of Pie Insurance

How does your team reward individual success?

Our Customer Care team rewards success by giving "snaps" in team and company slack channels. We like to verbally recognize people in our team meetings by giving them a shout out and telling them they are valuable to the team and are appreciated! It is important to also be conscious of how people like to be recognized and not put people "on blast".

Seika

Customer Success Working Team Lead

How do you collaborate with other teams in the company?

As a Sales Manager, I work closely with Underwriting & Customer Care on improving our processes to be more efficient from quote to issuance. With Marketing, I help with campaign initiatives to roll out to new and old prospects. I also connect with our UX & Product Teams to provide feedback on ways to enhance our online quote flow for our customers.

Marty

Inside Sales Manager

Jobs at Pie Insurance
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