Partner Specialist at Pie Insurance

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

High School Diploma or GED required; Bachelor's Degree or college coursework preferred
2+ years of customer service experience required
1+ year of experience providing operational support in a fast-paced environment highly preferred
1+ year of experience with data analysis and understanding of workers compensation operational practices required
Strong understanding of Pie's products & systems preferred
Ability to communicate clearly and convincingly both written and verbally, presenting views and making requests directly and openly
Ability to close the loop on communication and give/receive feedback with empathy
Willingness to learn from mistakes, improve continuously, raise performance standards, exceed expectations, seek to understand, and be open to new ideas
Regular attendance and punctuality essential

Responsibilities

Act as Subject Matter Expert (SME) for customer service, billing, and audit processes related to partner policies
Provide accurate guidance to partners and internal teams on all stages of the policy life cycle
Stay up-to-date on complex procedures and workflows to handle partner-related queries
Independently manage all aspects of the partner policy life cycle, including policy setup, billing adjustments, audits, and renewals
Build relationships with partners and internal teams to provide consistent, excellent communication
Proactively identify and resolve policy issues at any stage of the life cycle
Deliver consistent, high-quality support while meeting or exceeding SLAs
Address partner inquiries efficiently and accurately for a positive experience
Provide tailored solutions aligning with company policies and procedures
Handle escalated issues from internal teams or cross-functional partners
Investigate root causes of escalations, resolve promptly, and communicate outcomes to stakeholders
Partner with internal teams to improve processes and reduce recurring escalations
Manage relationships with assigned elite partners
Independently assess partner needs and provide comprehensive solutions supporting their business goals
Maintain high accountability in meeting performance and quality standards for elite partners

Skills

Key technologies and capabilities for this role

Customer ServiceBilling ManagementAudit ProcessesPolicy Lifecycle ManagementSLA AdherenceEscalation ResolutionRelationship Building

Questions & Answers

Common questions about this position

What are the key responsibilities of the Partner Specialist role?

The role involves serving as a subject matter expert in customer service, billing, and audit work, managing the full partner policy life cycle independently, ensuring high-quality service delivery to meet SLAs, handling escalations, and building relationships with partners.

Is this a remote position or does it require office attendance?

Regular attendance and punctuality are essential, indicating this role likely requires in-office presence or a consistent schedule rather than fully remote work.

What skills or qualities are needed to succeed in this role?

Key qualities include expertise in customer service, billing, and audits; ability to work independently; strong problem-solving for escalations; relationship-building; and dependability with consistent attendance.

What is the company culture like at Pie Insurance?

Pie Insurance has a diverse team of builders, dreamers, and entrepreneurs driven by core values and operating principles that guide every decision, with a focus on empowering small businesses through technology and excellent service.

What makes a strong candidate for the Partner Specialist position?

Strong candidates demonstrate subject matter expertise in policy processes, independence in managing complex issues and escalations, relationship-building skills, accountability, and reliable attendance to support team collaboration and SLAs.

Pie Insurance

Provides workers' compensation insurance for small businesses

About Pie Insurance

Pie Insurance provides workers' compensation insurance specifically designed for small businesses. This type of insurance helps cover wage replacement and medical benefits for employees who are injured while working. The company utilizes data-driven technology to offer competitive pricing and ensure that clients receive quality coverage. The process for obtaining insurance quotes is quick and user-friendly, taking only three minutes, which is particularly beneficial for small business owners who may not have the time to deal with complicated insurance procedures. Pie Insurance operates in 38 states and Washington, D.C., with plans for further expansion. The company aims to deliver trusted and efficient insurance services, promising potential savings of up to 30% on workers' compensation insurance. Its unique approach lies in leveraging technology to simplify the insurance process, making it easier and more affordable for small businesses.

Washington, District of ColumbiaHeadquarters

2017Year Founded

$603.4MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Competitive cash compensation

Equity

Comprehensive health plans

Generous PTO, including paid sick leave

Future focused 401k match

Generous parental & caregiver leave

Risks

Recent layoffs of 14% of workforce indicate potential financial instability.

Deteriorating funding environment may limit expansion and technology investments.

Increased competition from insurtech companies could pressure Pie to maintain competitive pricing.

Differentiation

Pie Insurance offers A.M. A-rated insurance with a simple online experience.

The company uses data analytics to accurately assess risks and price policies.

Pie Insurance provides quick insurance quotes, taking just three minutes for small businesses.

Upsides

Integration with Ivans Download could enhance operational efficiency and customer service.

Appointment of Audra Foglietta as CFO may drive financial performance and efficiencies.

Partnership with Endeavor Insurance Group could expand market reach and distribution channels.

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