Ian Trinidad

Underwriting Associate @ Pie Insurance

About Ian Trinidad

Ian Trinidad is an Underwriting Associate at Pie Insurance, where he has worked since 2022. He has a diverse background in customer success, sales development, and event management, with previous roles at various organizations including ServiceTitan and Loyola Marymount University.

Current Role at Pie Insurance

Ian Trinidad currently serves as an Underwriting Associate at Pie Insurance, a position he has held since 2022. In this role, he reviews over 50 policies weekly, providing constructive feedback to peers and resolving errors. He collaborates cross-functionally with departments such as Underwriting, Customer Success, Engineering, Product, and Compliance to identify and report issues, contributing to product improvements. Ian manages over 200 workers' compensation policies using various platforms, including Facebook, LinkedIn, SAFER, OSHA, and state regulatory boards.

Previous Experience at Pie Insurance

Before his current role, Ian Trinidad worked at Pie Insurance as a Customer Success Associate II for five months in 2022 and as a Customer Success Associate for one year from 2021 to 2022. In these positions, he participated in a pilot group to test new internal products and processes, contributing to collaborative discussions and managing customer requests efficiently. His experience at Pie Insurance has provided him with a strong foundation in customer success and underwriting.

Education and Academic Background

Ian Trinidad studied at Loyola Marymount University, where he earned a Bachelor's Degree in Communications Studies from 2013 to 2017. He also attended the London Foundation for International Education, achieving a Bachelor's Degree in Communication and Media Studies in 2016. Additionally, he has been a Tomodachi Inouye Scholar at Sofia University since 2014, furthering his academic pursuits.

Previous Work Experience

Ian has held various positions prior to his current role at Pie Insurance. He worked as a Sales Development Representative at ServiceTitan from 2018 to 2019 and as an Account Coordinator at Ayzenberg from 2017 to 2018. His early career includes internships such as Event Management Intern at knw agency in 2016, Inventory Management Intern at Hardlyeverwornit.com, and roles at Loyola Marymount University as a Programming Assistant and Intercultural Chair.

Skills and Contributions

Ian Trinidad utilizes his skills to create inquiries for additional information from clients and assists in communication between Underwriters, Agency Partners, and Pie's Inside Sales team. His ability to work cross-functionally and manage multiple policies demonstrates his organizational skills and attention to detail. Ian's contributions to product testing and feedback processes highlight his commitment to improving operational efficiency at Pie Insurance.

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