Coterie Careers

Coterie Careers

Partner Account Executive

Remote (United States) · Full-time

No sponsorship$100k-$125kDetected 12 days ago
HubSpotSalesforceCRMSalesAccount ManagementPipeline ManagementForecastingLeadershipCommunicationCollaborationProblem SolvingProperty & Casualty

About the role

  • 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.

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.
  • 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.
  • 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.

Requirements

  • 5+ years of experience in commercial insurance sales, partner management, or agency distribution.
  • 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.

Nice to have

  • Bachelor's Degree in Business, Marketing, Insurance, or related field preferred.
  • Experience working with independent agents, brokers, aggregators, or embedded insurance platforms preferred.

Skills

  • Strong sales, relationship management, and strategic planning capabilities.
  • Excellent communication and presentation skills.
  • 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.

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.

Benefits

  • Coterie has excellent benefits for all full-time employees.
  • 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 100,000-125,000 + Variable Compensation.
  • Salary is based on internal equity; internal salary ranges; market data/ranges; applicant's skills; prior relevant experience; degrees or certifications, etc.
  • Conduct training, education, and enablement sessions for partner teams.

Company info

  • Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space.
  • 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.
  • Who we are: Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space.
  • We offer the following:

Visa & 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.
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This listing is sourced directly from Coterie Careers's careers page and normalized into a canonical job model.