Aimed at mid-level leaders with premium audit expertise who drive operational transformation in insurance settings.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Pieinsurance via Greenhouse
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.
Under limited supervision, serves as premium audit subject matter expert and strategic leader of the Premium Audit department. Drives departmental transformation and operational excellence through oversight of functional strategy, leadership development, and execution of the new Premium Audit model. Partners with Senior Directors and cross-functional leaders to integrate premium audit strategies with broader organizational objectives while leading the department through its transformation to eliminate backlog and implement next-generation audit capabilities.
How You’ll Do It
Strategic Leadership & Organizational Transformation
Lead Department Transformation: Direct the implementation of the new Premium Audit Playbook, ensuring successful transition from current state operations to the reimagined department structure with professional-level roles
Departmental Strategy Development: Develop and execute comprehensive premium audit strategies that align with Pie's business objectives, contributing to broader organizational strategic planning while maintaining focus on functional excellence
Cross-Functional Collaboration: Partner with Leaders across Underwriting, Product, Technology, and Business Development to integrate premium audit strategy with broader business strategies and operational initiatives
Industry Leadership: Serve as an authority figure in premium audit best practices, staying current with industry trends and regulatory changes while positioning the department as a center of excellence
Change Leadership: Lead departmental change initiatives, ensuring successful adoption of new processes, technologies, and operating models while maintaining team performance and engagement throughout transformation
Department Leadership & Management Excellence
Multi-Level Management: Direct premium audit operations through Senior Managers, Managers, Team Leads, and individual contributors across multiple specialized teams (Premium Auditors, Premium Audit Operations Specialists, and support functions)
Performance Management: Establish and monitor department-wide KPIs and quality standards, ensuring achievement of audit accuracy, customer satisfaction, collection rates, and productivity targets that support organizational goals
Organizational Design: Design, implement, and lead departmental structure changes, role creation, and succession planning strategies that support current transformation and future scaling within the premium audit function
Resource Management & Budget Oversight: Own departmental budget planning and resource allocation, making strategic decisions about technology investments, training programs, and staffing models within approved parameters
Vendor & Partnership Oversight: Manage strategic relationships with external audit vendors, technology providers, and bureau partners to ensure service excellence and cost-effective operations
Premium Audit Operations & Process Excellence
Operational Leadership: Oversee end-to-end premium audit processes across all platforms, ensuring regulatory compliance, quality standards, and continuous improvement within the functional area
Technology & Process Innovation: Lead adoption and optimization of audit technologies and process improvements that enhance departmental efficiency, accuracy, and customer experience
Quality Assurance & Compliance: Ensure comprehensive quality programs, regulatory compliance across all jurisdictions, and successful bureau inspections while maintaining operational excellence
Customer Experience Enhancement: Drive improvements in policyholder interactions and service delivery within the audit function that enhance satisfaction while maintaining audit integrity and compliance
Analytics & Insights: Leverage audit data and departmental analytics to identify trends, process improvements, and insights that inform functional decisions and support business objectives
Leadership Development & Team Building
Leadership Pipeline Development: Coach and develop Senior Managers and Managers to build departmental leadership capability and prepare successors for key roles within the function
Team Development & Capability Building: Establish psychological safety and learning environments that enable teams to develop premium audit expertise and advance within the functional area
Training & Development Strategy: Design and oversee training programs for the new audit model, ensuring team members develop necessary skills for customer-facing roles and advanced audit techniques
Performance Culture: Foster a departmental culture of continuous improvement, professional growth, and results delivery that aligns with Pie's values while driving functional excellence
Talent Management: Create clear development pathways and manage talent retention strategies that support departmental stability during transformation and future growth
The Right Stuff
Education & Experience
Bachelor's degree or equivalent work experience required
10+ years of premium audit, insurance operations, or related industry experience
8+ years Workers’ Compensation experience required
5+ years of progressive leadership experience, with proven ability to lead and scale large, complex organizations
Technical & Industry Expertise
Expert Premium Audit Knowledge: Authority-level understanding of premium audit principles, NCCI systems, state bureau requirements, and regulatory compliance across multiple jurisdictions
Industry Certifications: Professional designations such as CPCU, ARe, FLMI, or equivalent preferred
Technology Proficiency: Advanced skills in data analytics tools and process automation platforms
Regulatory Expertise: Deep knowledge of workers' compensation regulations, bureau requirements, and compliance standards
Leadership & Management Competencies
Strategic Thinking: Mastery in making final decisions on implementation and ensuring operational effectiveness while translating business segment strategy into functional plans and guiding execution
Team Development: Authority-level coaching of teams and team members to develop new methods and solve complex matters, establishing psychological safety for innovation and growth within the function
Collaboration: Mastery in demonstrating interpersonal awareness, building partnership and cooperation, and achieving cross-functional goals with complex proposals and projects
Communication: Authority-level ability in direct and empathetic communication, effectively presenting complex information to diverse stakeholders and fostering open dialogue
Critical Thinking: Mastery in testing and learning, creativity, and relentless commitment to improvement, anticipating and solving highly complex problems within the functional area
Growth Mindset: Authority-level demonstration of curiosity, tenacity, flexibility, and adaptability while leading by seeking to understand and remaining open to change
Operational & Business Skills
Departmental Change Management: Advanced ability to lead functional transformation and manage complex change initiatives within the premium audit area
Process Excellence: Mastery-level skills in process improvement, optimization, and operational design specific to premium audit functions
Financial Management: Strong understanding of departmental budget management, resource allocation, and cost optimization within approved parameters
Customer & Stakeholder Focus: Proven record of enhancing customer experience and stakeholder satisfaction while maintaining operational efficiency an