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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 Team Lead, Pie-Partner Operations oversees the day-to-day operations and development of customer support advocates, dedicated to key, strategic and high potential Agencies . The Team Lead, Pie-Partner Operations will provide guidance and instruction to help support all team functions, meet performance goals as a team and coordinate with the Sales teams and internal Pie teams to assist with improving existing processes. This role requires strong attention to detail, advanced interpersonal skills, a metrics-based approach to operations and the ability to collaborate with other teams and departments. Serves as an escalation point for complex customer inquiries, questions and concerns.
This Team Lead, together with other Leads and our Management team, serves as our observer and connector to not just the operational standards but how our customers experience Pie. Team Lead is a role that can have direct impact for daily and long-term success while forming our next-level talent bench.
How You’ll Do It
- Short and Long-Term Team Performance Management: Track and analyze metrics and KPIs, including SLA, adherence, average handle time, and Quality to ensure team performance meets team goals.
- Quality Assurance: Collaborate and partner with the Quality team to fully understand the scorecard, the methodology and the feedback mechanisms. Incorporate this into coaching while identifying trends that merit more broad attention.
- Coaching and Development: Provide coaching and feedback to team members to foster professional growth and improve overall team performance.
- Data Analysis: Analyze performance data to identify trends, root causes of issues, and opportunities for improvement. Use insights to drive performance enhancements.
- Trend Identification: Recognize patterns in contact methods, issue origins, and user behavior to proactively address potential service challenges.
- Curiosity and Initiative: Demonstrate a lean-in approach to issues and projects that reflect our passion to get to the true source of the issue. Leverage the teams at Pie to build accurate views to launch “next step” efforts.
- Administrative Duties: Participate/support general duties such as payroll, representing Pie policies to team members, and fluency of workflows to support team members.
The Right Stuff
- High school Diploma or GED required. Bachelor’s or Associate’s degree preferred.
- 3 years of experience in Customer Service or in a related high-volume customer contact environment is required.
- Excellent interpersonal skills with the ability to build rapport and relationships with individuals at all levels across the organization, as well as outside parties.
- Basic leadership skills and some general experience leading work groups or task forces in specific projects.
- Intermediate communication (written and verbal) skills, to deliver more complex information effectively.
- Intermediate problem solving skills to be able to manage complex tasks and work through to solutions with little guidance and direction.
- Ability to analyze current operations and develop options for improved efficiency, conversion or cost reduction.
- Key knowledge of service metrics and how to apply them.
- Intermediate analytical skills to collect, organize and interpret information to inform recommendations and prioritization.
- Experience with insurance practices, policies and products are preferred
- Ability to build strong customer relationships and deliver customer-centric solutions
- G-Suite Tools, Telecom tools, Collaboration tools (Slack is preferred), basic office machines are preferred.
- Experience with customer service platforms preferred (Salesforce, Five9, LMS/KMS, WFM and QA tools)
- High attention to detail.
- Advanced time management skills.
- Up to 10% travel is required.
Base Compensation Range
$65,000—$80,000 USD
- 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 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.
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.
Pie Insurance Announces $315 Million Series D Round of Funding
Built In honors Pie in its 2024 Best Places to Work Awards
Pie Insurance Named a Leading Place to Work in Colorado
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