200+ applicants

Company

Original Job Post

Pie Insurance · 2 days ago

Strategic Account Manager

United States

Full-time

Remote

Senior Level

$119K/yr - $119K/yr

5+ years exp

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Financial ServicesInsurance

Comp. & Benefits

Insider Connection @Pie Insurance

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Build and engage with outside agency partnerships

Gain a thorough understanding of locations, organizational hierarchy, competitive markets, agency premiums and policies, agency focus, needs, and pain points, commission agreements, strategic initiatives, and key stakeholders by developing a Multi-Tier relationship plan

Identify profile gaps and complete our understanding of that agency, their workflows, how they operate, and individuals who will influence positive outcomes.

Represent Pie in meetings with partners, seminars, trade shows, and networking events including managing interdepartmental involvement to maximize the opportunities further

Build, develop, and manage relationships with strategic partners to drive profitable premium

Complete understanding of the agency organizational hierarchy

Consistent and regular meetings with various levels of the agency - Executive Team, Leadership, Producers, and CSRs

Attendance at key agency meetings and producer conferences

Field and virtual agency meetings

Tracking, reporting, and executing to performance metrics and industry trends

Collaborate cross functionally to develop and execute best practices, process improvements, and strategic initiatives designed to benefit both partners and Pie-oneers

Develop strategic programs

Seek and identify unique opportunities to drive increased agency production

Collaborate and analyze strategic initiatives internally to validate profitability

Establish process and workflow modifications required to drive strategic initiative

Implement and monitor results of defined strategic initiatives

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 both the partner and profitability for Pie

Monitor and report progress on initiatives in support of the department's and company OKRs

Develop and implement strategic plans to drive profitable premium growth and retention for new and current partnerships. Leverage data and feedback to improve the execution of the strategic initiative in both external (partner) and internal (Pie-oneers) teams

Assist in forecasting distribution channel premium on a monthly, quarterly, and annual basis

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesAccount ManagementInsuranceCommercial InsuranceWholesale ManagementAggregator ManagementGoal-OrientedImpact AnalysisTask ManagementOutcome DefinitionG-SuiteSlackSalesforceLookerZoomStrategic PlanningSales Target AchievementBusiness DevelopmentRelationship BuildingStrategic ExecutionTravel ManagementProblem-SolvingAdaptabilityCommunicationSelf-AwarenessConfidenceLeadership

Required

High school diploma or GED Required.

Minimum of 5 years of experience in Sales or Account Management.

Minimum of 3 years of insurance experience preferred, 2 years in commercial insurance preferred.

Experience managing wholesale and/or aggregator partners is strongly preferred.

Adaptable to changes in goals, priorities, workflow, and role responsibilities. Desire a fast-paced results-driven environment at a growing company

Advanced problem-solving skills, to be able to manage complex situations with multiple layers, and resolve to solution anticipating needs now and into the future.

Intermediate awareness of your own tasks, and how it impacts the team and deliverables.

The ability to clearly define desired outcomes supported by impact analysis when necessary

Advanced communication (written, verbal, and presentation) skills, to deliver complex information effectively with a thoughtful and collaborative approach. Strong self-awareness and ability to manage own emotions and behavior. Strong confidence, self-awareness, and ability to manage emotions and behavior - Executive Presence

Basic leadership skills and some general experience leading work groups or task forces in specific projects.

G-Suite Tools, Collaboration tools (slack is preferred), Salesforce, Looker, Zoom preferred.

Advanced sales skills with a previous consistent track record in achieving/exceeding targets in a closing role; relevant experience in developing new business relationships, overcoming objectives, and presenting sales solutions/products to new clients.

Developed ability to plan and execute strategically.

Travel up to 50% is required.