Pie Insurance

Team Lead, Premium Audit

United StatesFull timeLeadPosted 20 days ago
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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. 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. Your role is front-line execution: you set the daily rhythm for your team, coach individuals against quality standards established by the department, and serve as the first escalation point when cases get complex. This role reports to the Premium Audit Director  within the broader Premium Audit leadership structure. How You’ll Do It Team Leadership and Daily Operations Manage daily workload distribution and prioritization across audit processing, outreach, and inbound and outbound call workflows. 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. Document individual performance, provide recognition for progress, and deliver structured feedback for improvement. Identify team knowledge gaps and connect team members to the training and resources needed to address them. Maintain production and quality scorecards for your team.  Customer and Cross-functional Coordination Serve as the primary escalation point for complex insured and agent inquiries; resolve inquiries within scope and route those requiring higher-level review with complete case context. Identify and communicate insured and agent pain points internally to inform improvements to audit processes, products, and the customer experience. Manage handoffs between the outreach team and audit review, billing, and customer service teams, ensuring complete case context accompanies each transfer. Contribute to cross-functional projects and departmental initiatives as a subject matter resource, representing the outreach team's operational perspective and supporting team-level implementation of project outcomes. Participate actively in process improvement discussions, contributing ground-level operational observations to support initiatives led by management. Quality, Process, and Continuous Improvement Review audit documentation and outreach interactions for accuracy, tone, and adherence to established SOPs. Train team members on Pie's audit and insurance operations platforms; create and maintain SOPs related to system functions and workflow standards as processes evo...