Note: The job is a remote job and is open to candidates in USA. Coterie Insurance is a company that helps insurance professionals unlock untapped revenue in the small commercial space. The Partner Account Executive is responsible for driving growth and production performance across a portfolio of distribution partners by developing growth strategies and strengthening relationships.
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
Skills
- 5+ years of experience in commercial insurance sales, partner management, or agency distribution
- Proven track record of driving revenue growth and partner expansion
- Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools
- Experience managing strategic relationships and business planning initiatives
- 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
- Bachelor's Degree in Business, Marketing, Insurance, or related field preferred
- Experience working with independent agents, brokers, aggregators, or embedded insurance platforms preferred
Benefits
- 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
Company Overview