Billing Specialist Tier II
Posted on 9/1/2023
Pie Insurance

201-500 employees

Small business insurance platform
Company Overview
Pie's mission is to empower small businesses to thrive by making commercial insurance affordable and as easy as pie. The company leverages technology to transform how small businesses buy and experience commercial insurance.
United States
Experience Level
Desired Skills
Customer Service
Sales & Account Management
Customer Success & Support
  • A High School Diploma or GED is required. Bachelor's Degree or college coursework preferred
  • 2 years of Financial Services, Collections, or Banking experience
  • 1+ year of Customer service experience in a fast-paced high-volume environment
  • 1+ year of familiarity with Pie's internal system standards and processes is highly preferred
  • Strong communication skills: able to clearly and professionally communicate with customers both verbally and in written form. Develop strong and lasting relations by presenting own views in a direct and open manner, share feedback with peers, as well as, give the benefit of the doubt
  • Demonstrated problem-solving skills to identify and develop sound processes and workflows within the team. Ability to apply creativity and challenge the status quo
  • Self-directed, pro-active and takes initiative. Advanced knowledge about work products and able to complete requests with advanced speed, accuracy, and consistency - reducing handoffs wherever possible
  • Ability to work in a team environment, develop and sustain collaborative working relationships. Ability to consider the needs of stakeholders and fully commit to a decision made. Ability to work with others on team projects in a productive fashion to accomplish team goals
  • G-Suite Tools, Salesforce, Payment Processing Systems, Collaboration tools (Slack is preferred)
  • Provide responsive, timely, and relevant service to customers and partners
  • Handles Tier II phone, email, and platform-based communication with customers and cross-functional partners to provide excellent customer service
  • Monitor and maintain service level agreements, while remaining compliant with federal and state regulations
  • Consistently meet production goals related to Billing Tier 2 work
  • Successfully interact with and resolve complex issues for small business owners and partners in all channels
  • Build relationships with Agency partners and internal team members to provide accurate and consistent communication with customers
  • Seek and provide resolution to billing issues while also anticipating ways to prevent future issues
  • Voices the customer's needs and advocates for the customer and their perspective
  • Participate in ongoing training and provide some on-boarding for peers
  • Maintains knowledge and familiarity with billing policies and procedures through ongoing training
  • Complete other miscellaneous duties as assigned
  • Supports the onboarding and training of Pie's newest Tier 1 hires including shadow sessions
  • (
  • Territories excluded), and have access to reliable, high-speed internet