Partner Success Manager

Who we are:

Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. With an innovative quoting platform that delivers accurate pricing and bindable quotes in less than one minute, Coterie makes small business insurance effortless.

We are on a mission to build and foster a world-class team to bring speed, simplicity, and service to commercial insurance. We value integrity, humility, passion, and intelligence. If you want to push yourself and reshape a $200B+ market, we’re excited to talk to you!

Position Summary:

The Partner Account Executive is responsible for driving growth, expansion, and production performance across a portfolio of high-potential distribution partners. This role will focus on developing partner growth strategies, increasing adoption and production, and strengthening long-term partner relationships.

The Partner Account Executive serves as the primary commercial owner for strategic producing accounts and collaborates closely with Partner Success Managers and internal cross-functional teams to ensure partners achieve production and engagement goals.

This role is accountable for proactive relationship management, revenue growth, and expanding Coterie’s footprint within partner organizations.

Key Responsibilities:

• Develop and execute strategic growth plans for assigned partner accounts.
• Drive premium growth, partner engagement, and market expansion across assigned relationships.
• Build and maintain strong relationships with agency principals, brokers, producers, and partner leadership teams.
• Conduct regular business reviews with partners to identify opportunities for growth and optimization.
• Identify opportunities for increased adoption, cross-sell, and expanded product utilization.
• Collaborate with Partner Success Managers to ensure high-quality partner support and issue resolution.
• Monitor partner performance metrics including production, submission growth, engagement, and retention.
• Conduct training, education, and enablement sessions for partner teams.
• Maintain accurate forecasting and pipeline management within Salesforce.
• Partner with Marketing, Product, Insurance, and Revenue Operations teams to support partner growth initiatives.
• Identify at-risk partners and develop action plans to improve engagement and retention.
• Represent Coterie at industry and partner events as needed.
• Foster a culture of accountability, collaboration, innovation, and proactive relationship management.

Required Qualifications:

• Bachelor’s Degree in Business, Marketing, Insurance, or related field preferred.
• 5+ years of experience in commercial insurance sales, partner management, or agency distribution.
• Proven track record of driving revenue growth and partner expansion.
• Experience working with independent agents, brokers, aggregators, or embedded insurance platforms preferred.
• Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools.
• Experience managing strategic relationships and business planning initiatives.

Knowledge, Skills & Abilities:

• Strong sales, relationship management, and strategic planning capabilities.
• Excellent communication and presentation skills.
• Ability to identify and execute growth opportunities within complex partner organizations.
• Strong analytical and problem-solving abilities.
• Ability to prioritize and manage multiple strategic relationships.
• Knowledge of Property & Casualty insurance distribution and agency operations.
• Strong collaboration and cross-functional partnership skills.
• Ability to operate effectively in a fast-paced, high-growth environment.
• Problem solving mindset.

Our interview process:

Our hiring process generally consists of 3 phases. The goal is to provide an opportunity for us to learn more about our candidates while allowing them to get to know us as well!

• Phase 1: Qualified candidates will first meet with a member of our People Operations team for a phone interview. This discussion is a high-level conversation to understand more about your background and interests and for us to share more about Coterie and the position.
• Phase 2: Selected candidates will be invited to meet with our Hiring Manager for a 2nd interview via Teams video. This interview is designed to be more detail oriented and allows you to learn more about the role
• Phase 3: Top candidates will receive an invite for our final interview series via Teams video. This series will include an experiential exercise project (provided in advance), 1:1 interviews with selected team members. The final series is roughly 1.5-3 hours in total but can be scheduled over a few days for flexibility.

What's in it for you:

Coterie has excellent benefits for all full-time employees. We offer the following:

• 100% remote
• Health insurance through Aetna (we pay 100% of premiums)
• Dental and vision insurance through Guardian (we pay 100% of premiums)
• Basic life insurance (we pay 100% of premiums)
• Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
• 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
• Flexible PTO policy offering employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year
• Continuing education annual stipend
• Annual salary estimated between $90,000-$105,000 + variable compensation. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc.

Work Authorization:

At this time, Coterie Insurance is unable to consider candidates who require current or future visa sponsorship. Applicants must have authorization to work in the United States without the need for sponsorship now or in the future. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.