Pie Insurance

Team Lead, Premium Audit

United States · Director

Sponsorship not specified$75k-$95kDetected 37 days ago

Data VisualizationSalesforceOutbound SalesProcess ImprovementCustomer SupportLeadershipCollaborationMentoring

About the role

Monitor team production and quality performance against established scorecard targets, coach team to action based on insights, and escalate emerging risks in a timely manner.
Conduct regular 1:1s with each team member, delivering specific and timely feedback grounded in quality data, production metrics, and skill development.
Identify team knowledge gaps and connect team members to the training and resources needed to address them.

Manage daily workload distribution and prioritization across audit processing, outreach, and inbound and outbound call workflows.
Document individual performance, provide recognition for progress, and deliver structured feedback for improvement.
Maintain production and quality scorecards for your team.
Manage handoffs between the outreach team and audit review, billing, and customer service teams, ensuring complete case context accompanies each transfer.
Participate actively in process improvement discussions, contributing ground-level operational observations to support initiatives led by management.
Train team members on Pie's audit and insurance operations platforms; create and maintain SOPs related to system functions and workflow standards as processes evolve.
Recognize patterns in errors or escalations; bring observed trends and proposed solutions to your manager to support process improvement.
Partner with the quality function to translate interaction monitoring data into specific, actionable coaching for individual team members.
Utilize existing contacts and develop relationships within the industry to assist in progressing Pie's Premium Audit Team.
Intermediate awareness of your own tasks, and how it impacts the team and deliverables

Ability to pay close attention to small particulars when working on a task or project.
Minimum of 3 years of experience in premium audit is required.
Minimum of 4 years commercial insurance experience is required.
Minimum of 1 year experience working in a leadership role or demonstrated leadership experience is required.
Knowledge of state/bureau specific premium audit rules.
Ability to interpret/communicate rules accurately and to cross functional stakeholders.

skilled in the process of organizing and planning how to divide time between specific activities.
Able to prioritize work to meet deadlines and communicate priority of work to others.
G-Suite Tools, Collaboration tools (Slack is preferred), Salesforce, Looker, and Insurity is preferred.
All AI-powered outputs are still subject to human oversight and decision-making at multiple stages of the process.
Base Compensation Range
$75,000 - $95,000 USD
Compensation & Benefits
Competitive cash compensation
A piece of the pie (in the form of equity)

Competitive cash compensation
Future focused 401k match
Our core values are more than just a poster on the wall; they're tangibly reflected in our work
Making every part of working with us "Easy as Pie" - including our offer process.
When we find someone we'd like as a Pie-oneer (a member of our team), we move quickly to put together a fair offer based on your skills, experience, location, and compensation expectations.
Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.

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.
As a Team Lead on the Premium Audit Outreach team, you'll lead a team of auditors and outreach specialists responsible for audit documentation and processing, insured and agent communication, and first and second-tier case resolution.

xual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic

This listing is sourced directly from Pie Insurance's careers page and normalized into a canonical job model.