Partner Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Formulate and implement strategic growth initiatives for designated partner accounts

• Propel premium growth, partner engagement, and market expansion within assigned partnerships

• Establish and nurture relationships with agency principals, brokers, producers, and leadership teams of partners

• Perform regular business assessments to uncover growth and optimization possibilities

• Recognize opportunities for enhanced adoption, cross-selling, and broader product usage

• Work in tandem with Partner Success Managers on partner assistance and issue resolution

• Track partner performance metrics, including production, submission growth, engagement, and retention

• Conduct training, educational, and enablement sessions for partner teams

• Ensure accurate forecasting and pipeline management utilizing Salesforce

• Collaborate with Marketing, Product, Insurance, and Revenue Operations teams on growth strategies

• Identify partners at risk and formulate action plans to boost engagement and retention

• Represent Coterie at industry and partner events as required

• Promote accountability, collaboration, innovation, and proactive relationship management

⛳️ Requirements

• Bachelor’s Degree in Business, Marketing, Insurance, or a related discipline is preferred

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

• Demonstrated success in driving revenue growth and expanding partner relationships

• Experience with independent agents, brokers, aggregators, or embedded insurance platforms is preferred

• Familiarity with CRM systems such as Salesforce or HubSpot, along with sales engagement tools

• Experience in managing strategic relationships and business planning initiatives

• Strong capabilities in sales, relationship management, and strategic planning

• Exceptional communication and presentation abilities

• Capacity to identify and pursue growth opportunities within complex partner organizations

• Robust analytical and problem-solving skills

• Ability to prioritize and manage multiple strategic partnerships

• Knowledge of Property & Casualty insurance distribution and agency operations

• Strong collaboration and cross-functional partnership skills

• Capability to function effectively in a fast-paced, high-growth atmosphere

• A problem-solving mindset

• Must be eligible to work in the United States without current or future visa sponsorship

🏝️ Benefits

• 100% remote work opportunity

• Health insurance through Aetna (we cover 100% of premiums)

• Dental and vision insurance through Guardian (we cover 100% of premiums)

• Basic life insurance (we cover 100% of premiums)

• Access to flexible spending accounts (FSA) or health savings accounts (HSA)

• 401K plan with up to 4% matching and immediate vesting

• Flexible PTO policy allowing employees to take up to 4 weeks of PTO in their first 12 months

• PTO usage typically does not exceed 5 weeks per calendar year thereafter

• 12 company-paid holidays each year

• Annual stipend for continuing education