Strategic Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive innovation and oversee acquisition as well as the overall partner experience to foster significant and profitable growth through strategic partnerships.

• Identify and cultivate new partnerships while enhancing and maintaining existing relationships.

• Create multi-tier relationship strategies that encompass agency structure, markets, premiums, policies, commissions, initiatives, and stakeholders.

• Recognize profile gaps and gain insights into agency workflows, operations, and key influencers.

• Represent Pie at partner meetings, seminars, trade shows, and networking events.

• Manage cross-departmental collaboration to optimize partnership opportunities.

• Develop and sustain an understanding of agency organizational hierarchies.

• Organize regular meetings with executive teams, leadership, producers, and Customer Service Representatives (CSRs).

• Participate in agency meetings and producer conferences; facilitate both field and virtual agency sessions.

• Monitor portfolios, report on performance, and act upon metrics and industry trends.

• Collaborate across functions to share best practices, improve processes, and pursue strategic initiatives.

• Identify opportunities to enhance agency production and confirm the profitability of initiatives.

• Adjust processes and workflows, implement strategic initiatives, and track outcomes.

• Stay informed on industry insights, trends, and customer preferences, translating them into actionable sales and business decisions.

• Report on initiative progress relative to departmental and company Objectives and Key Results (OKRs).

• Develop and execute plans aimed at driving profitable premium growth and retention.

• Forecast distribution-channel premiums on a monthly, quarterly, and annual basis.

⛳️ Requirements

• High school diploma or GED is mandatory.

• A Bachelor’s Degree or equivalent experience with some college coursework is preferred.

• Over 5 years of experience in Sales or Account Management.

• More than 3 years of insurance experience is preferred, with at least 2 years in commercial insurance preferred.

• Strong preference for experience managing payroll distribution.

• Ability to adapt to shifting goals, priorities, workflows, and role responsibilities.

• Excellent problem-solving skills for complex situations with multiple layers.

• Intermediate awareness of personal tasks and their impact on team deliverables.

• Capacity to outline desired outcomes backed by impact analysis when needed.

• Strong written, verbal, and presentation communication abilities.

• Basic leadership skills with experience in guiding work groups or task forces on specific projects.

• Proficiency in G-Suite Tools, collaboration tools (preferably Slack), Salesforce, Looker, and Zoom.

• Advanced sales skills with a proven track record of meeting or exceeding targets in a closing role.

• Experience in developing new business relationships, overcoming objections, and presenting sales solutions/products to prospective clients.

• Capability to strategically plan and execute initiatives.

🏝️ Benefits

• Competitive cash compensation

• Comprehensive health plans

• Generous PTO

• Future-focused 401k match

• Generous parental and caregiver leave

• Discretionary bonuses may be awarded to eligible team members