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Bobbie Bates Email & Phone Number

Underwriting and Premium Audit Operations Specialist at Pie Insurance
Location: Greater Houston, United States 5 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Underwriting and Premium Audit Operations Specialist
Location
Greater Houston, United States
Company size

Who is Bobbie Bates? Overview

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Quick answer

Bobbie Bates is listed as Underwriting and Premium Audit Operations Specialist at Pie Insurance, a with 177 employees, based in Greater Houston, United States. AeroLeads shows a matched LinkedIn profile for Bobbie Bates.

Bobbie Bates previously worked as Associate Analyst - Pricing & Product at Pie Insurance and Operational Data Specialist at Pie Insurance. Bobbie Bates holds Pg Data Science And Business Analytics from Texas Mccombs School Of Business.

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Email format at Pie Insurance

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Pie Insurance

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Profile bio

About Bobbie Bates

As someone with a significant history in business development and customer service roles focusing on leveraging previous experience and expertise in data analysis to gather and store key information, I know I can deliver the tools needed to help companies pinpoint risks and opportunities to grow. I’m a trusted resource to my peers and a conduit of positive energy. I’ve been recognized for exceeding expectations throughout my career, working beyond the call of duty to create measurable results, and focusing on improving myself to boost performance. To learn more about me, please read my profile. If you wish to connect with me, please send a personal note with your request

Current workplace

Bobbie Bates's current company

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Pie Insurance
Pie Insurance
Underwriting and Premium Audit Operations Specialist
washington, district of columbia, united states
Employees
177
AeroLeads page
5 roles

Bobbie Bates work experience

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Underwriting And Premium Audit Operations Specialist

Houston, Tx, Us

Associate Analyst - Pricing & Product

Data Analysis- Compare internal pricing against competitor pricing to determine market competitiveness. Analyze top of the funnel metrics to identify underserved markets and industries for growth opportunities.Monitor portfolio performance as it relates to growth, retention and profitability to make well informed pricing segmentation changes.Data Reporting- Develop reports & dashboards using analytical tools such as Looker, Excel, Google Sheets, SQL, etc.Identify existing data and reporting areas of opportunity.Define and drive processes for maintaining data quality metrics.Collaboration & Communication-Collaborate with teams such as Underwriting, Business Development, and Product to help uncover additional insights, including process improvements and data requirements.Effectively communicate information from large data sets and be able to explain the ‘why’ to both technical and non-technical audiences.Partner with other Pricing team members in the ongoing development and documentation of all pricing and appetite related processes.

Operational Data Specialist

Forecasting and Reporting• Drive improvement in reporting tools available to the payroll pod for strategic and tactical analysis• Build and maintain forecasting/reporting tools for the payroll pod teams• Partner with other key teams within Pie to ensure synchronous reporting and forecasting• Responsible for cadence of data/reports to payroll pod managementAnalysis & Benchmarking• Conduct analysis of process & performance metrics, benchmarking against industry standards where possible• Perform the necessary quantitative research to drive analysis from internal and external stakeholders• Interpret operating metrics and provide recommendation on areas for improvementProject Support• Support analysis of key strategic opportunities for the payroll pod• Provide support to leadership team in building and defining reports and presentations to be delivered to key internal and external partners• Create and enhance existing reporting on book analysis, remittance, productivity & staffing projections as well as future strategic opportunities• Other ad hoc needs as required in support of the payroll pod

Licensed Insurance Counselor

Aon

The Woodlands, Texas, United States

Focused on providing high-level plan details and comparisons to employees of the various client organization. Acquired knowledge to navigate multiple platforms to offer clients insight into their existing and future benefits options. 𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬➡️ Successfully obtained insurance license for health and life. ➡️ Expanded professionalism by completing 18 separate learning modules in the MyLearning platform within 1 week while in training. ➡️ Awarded multiple new client cases based on ability to give remarkable customer service. ➡️ Reputed for learning how to operate and use Google Chrome, WebEx, SharePoint, U2X, Nice In Contact, Webstation, and Workday Platforms.

Sep 2021 - Aug 2022

Master Certified Hairstylist

Self-Employed

The Woodlands, Texas, United States

Started as Shampoo Assistant to gain insight into the salon industry. Maintained large clientele and expanded client base.𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬➡️ Fueled continuous quality improvement by elevating client base from 0 to 50+ people. ➡️ Exceeded the norm by being awarded Top Sales Leader recognition. ➡️ Acquired master certifications in hair cutting, coloring, and hair extensions.

Nov 2009 - Sep 2021
Team & coworkers

Colleagues at Pie Insurance

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3 education records

Bobbie Bates education

Professional Certificate, Data Analytics

Coursera
FAQ

Frequently asked questions about Bobbie Bates

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What company does Bobbie Bates work for?

Bobbie Bates works for Pie Insurance.

What is Bobbie Bates's role at Pie Insurance?

Bobbie Bates is listed as Underwriting and Premium Audit Operations Specialist at Pie Insurance.

Where is Bobbie Bates based?

Bobbie Bates is based in Greater Houston, United States while working with Pie Insurance.

What companies has Bobbie Bates worked for?

Bobbie Bates has worked for Pie Insurance, Aon, and Self-Employed.

Who are Bobbie Bates's colleagues at Pie Insurance?

Bobbie Bates's colleagues at Pie Insurance include Carla W., Alexander Blechl, Tom Sandhurst, Maddie Battaglia, and Hannah Hauser.

How can I contact Bobbie Bates?

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What schools did Bobbie Bates attend?

Bobbie Bates holds Pg Data Science And Business Analytics from Texas Mccombs School Of Business.

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