Partner Account Executive

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 Responsibilitis

• 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 and 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.

Benefits

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 $100,000-$150,000 + VC based on national data. 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.

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