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Digital Account Specialist

4 months ago

Remote, Oregon, United States Pie Insurance Full time

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.



The Digital Account Specialist is an individual who operates with urgency to support incoming digital team business development efforts. This position will support and respond to incoming acquisition efforts and tradeshow support needs. Focusing on both agency and retail-based relationships, the Digital Account Specialist will support all agency profiling and onboarding efforts.

How You'll Do ItAcquisition of new partners

  • Inbound and outbound sales efforts including trade show presence
  • Manage a large transactional caseload (approximately 850:1 ratio)
  • Present a strong executive presence to convert interested partners successfully
  • Manage overall ownership of time, processes, and outcomes/results
  • Memorialize all conversations and their corresponding units of value in SFDC for future benefit of Pie
  • Meet or exceed new agency acquisition targets monthly

Onboarding new clients

  • Author a compelling story and captivate all participants during onboarding presentations
  • Convey confidence in the message and the presented material
  • Distill complex content and processes into their simplest form
  • Tenacious coverage of every individual to ensure content is seen and absorbed
  • Capture early engagement evidenced through production and capitalize on interest to create additional submission volume
  • Build lasting relationships by focusing on and addressing the unique needs of the audience

Maintain service communication with existing partners

  • Take ownership of engaging disengaged partners at key moments

The Right Stuff

  • High school diploma or equivalent required. Bachelor's degree preferred.
  • 3 years of experience in Sales or Account Management
  • 3 years of insurance experience preferred
  • 2 years in commercial insurance preferred
  • Adaptable to changes in goals, priorities, workflow, and role responsibilities. Desire a fast paced results driven environment at a growing company
  • 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
  • Demonstrated interpersonal skills and ability to pivot to the unique needs of the audience
  • Proven ability to set and achieve personal and professional goals with ownership and accountability for performance, while prioritizing tasks by importance and deadline.
  • Promotes cooperation and commitment within a team to achieve goals and deliverables.
  • Salesforce, Google Suite, Looker (data warehouse)
  • "Demonstrated success achieving extraordinary sales targets"

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Base Compensation Range

$28.25—$33.65 USD



Compensation & Benefits
  • Competitive cash compensation
  • A piece of the pie (in the form of equity)
  • Comprehensive health plans
  • Generous PTO
  • Future focused 401k match
  • Generous parental and caregiver leave
  • Our core values are more than just a poster on the wall; they're tangibly reflected in our work

Our goal is to make all aspects of working with us as easy as pie. That includes our offer process. When we've identified a talented individual who we'd like to be a Pie-oneer , we work hard to present an equitable and fair offer. We look at the candidate's knowledge, skills, and experience, along with their compensation expectations and align that with our company equity processes to determine our offer ranges.

Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.

Location Information

Unless otherwise specified, this role has the option to be hybrid or remote. Hybrid work locations provide team members with the flexibility of working partially from our Denver or DC office and from home. Remote team members must live and work in the United States* (*territories excluded), and have access to reliable, high-speed internet.

Additional Information

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.

Pie Insurance is committed to protecting your personal data. Please review our Privacy Policy.

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