Teams at Coterie Insurance

Owns growth and performance across strategic insurance distribution partners. Develops account growth plans, expands adoption and revenue, manages executive relationships, conducts business reviews, monitors performance, supports partner enablement, forecasts pipeline in Salesforce, and collaborates cross-functionally to improve engagement, retention, and production.

Owns commercial growth and strategic relationships across Coterie’s digital, embedded, and API-enabled partners. Responsibilities include developing account growth plans, increasing platform adoption, conducting business reviews, monitoring KPIs, identifying optimization opportunities, supporting integrations, forecasting in Salesforce, enabling partner teams, and collaborating with Technology, Insurance, Marketing, and Revenue Operations. The role requires consultative selling, executive relationship management, analytical skills, and knowledge of digital distribution and embedded insurance.

Lead data-driven underwriting and insurance product initiatives, manage products across carrier partners, research growth opportunities, support E&S product development, coordinate implementations, and improve underwriting operations. The role partners across Insurance, Product, Claims, Data, and Operations to strengthen risk selection, compliance, controls, processes, and underwriting outcomes.