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 Customer Success Advocate is a key role for the Pie Commercial Auto team. This is a mid-level Customer Success team member who focuses on elevated customer issues and resolves concerns and requests from Commercial Auto customers and partners. Through a thorough understanding of Pie’s principal business offerings, the Customer Success Advocate assists the team in resolving concerns and develops opportunities to avoid concerns in the future. You will work across teams and collaborate with stakeholders and team members. This position will have daily contact with customers and agents to assist with questions and any high-volume transaction requests regarding a customer’s policy. Providing an excellent customer/agent experience in an easy fast way.
How You’ll Do It
Provide responsive, timely, and relevant service to customers and partners:
- Handles advanced and elevated phone, email, and platform-based communication with customers and cross-functional partners to provide excellent customer service.
- Maintains SLAs set by the Customer Service team in a consistent and efficient manner.
Works as a team member to handle:
- Email requests.
- Policy issuance.
- Agency or Customer questions.
- Billing-related needs or questions.
- Mailing of documents.
- Follow-Up Communication.
Model the behaviors and strategies necessary to successfully interact with and Resolve complex issues for small business owners and partners in all channels:
- Applies Commercial Auto training and knowledge to policy, billing and agency questions, concerns, and production.
- Build relationships with partners and internal teams to provide consistent, excellent communication with customers.
- Seek resolutions to issues while also anticipating ways in which to prevent future issues.
- Voices the customer’s needs and advocates for the customer and their perspective.
Participate in ongoing training and onboarding for personal and peer growth:
- Support the onboarding and training of the new commercial auto customer service hires, including process training, and building out resource and training material.
The Right Stuff
- A high school diploma or GED is required.
- 1+ years of customer service, administrative, or sales experience is required.
- 1+ years in a high-volume customer contact environment is preferred.
- 1+ years of insurance industry experience required, commercial insurance highly preferred.
- Demonstrated problem-solving skills to develop sound processes and workflows.
- Proficient communication skills to build strong and lasting relationships, ability to actively listen to customers to understand their needs and answer their questions clearly and concisely.
- Knowledgeable about work products and can complete requests with advanced speed, accuracy, and consistency - reducing hand-offs wherever possible.
- Proficient in Google Suite, ability to navigate and solve issues within all Google Suite applications.
- Ability to handle stress well and handle multiple tasks simultaneously.
- Ability to take phone calls and answer emails for up to 8 hours a day.
- Proactive: Has the ability to think ahead and identify obstacles that may be hidden.
- Developed Growth Mindset: Ability to receive and immediately apply coaching and feedback. Is open and adaptable to change.
The use of AI in Application Review: To support a fair, efficient, and consistent hiring process, we use AI-powered tools to assist in the initial screening of applications. These tools help us identify qualifications and prior work experiences that align with the requirements of the role. All AI-reviewed applications are still subject to human oversight and decision-making at multiple stages of the process. By submitting your application, you acknowledge and consent to Pie utilizing these AI technologies to assist in our evaluation process.
Base Compensation Range
$20.50 - $22 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 is remote. 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.
Safety First: Pie Insurance is committed to your security during the recruitment process. We will never ask you for credit card information or ask you to purchase any equipment during our interview or onboarding process.
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