Strategic Account Manager - Wholesale

As a Strategic Account Manager, you will be responsible for innovating and managing acquisition and the overall partner experience to ensure substantial and profitable growth with strategic partnerships. These partnerships include high volume partnerships including but not limited to Wholesale, or other complex partnership structures. The role is accountable for the identification and development of new partnerships while managing and strengthening existing relationships. Managing these partners mandates a strength in strategic planning to maximize the growth and relationship between the partner and Pie.  As an extension of Pie, these distribution partners must operate with a customer first mentality and share Pie’s goal for disciplined profitable underwriting. 

How You’ll Do It

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:

• Develop and maintain a complete understanding of the agency organizational hierarchy.
• Facilitate consistent and regular meetings with various levels of the agency - Executive Team,  Leadership, Producers, and CSRs.
• Attend key agency meetings and producer conferences.
• Conduct field and virtual agency meetings.
• Manage portfolio tracking, reporting, and executing to performance metrics and industry trends.
• Collaborate crossfunctionally 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.

The Right Stuff

• High school diploma or GED Required.
• Bachelor's Degree or equivalent experience with some college coursework is preferred.
• 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 working within payroll distribution is strongly preferred.
• Adaptable to changes in goals, priorities, workflow, and role responsibilities. Desire a fast paced results drive 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.