Partner Account Executive

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

📋 Description

• Formulate and implement strategic growth strategies for designated partner accounts.

• Propel premium growth, enhance partner engagement, and expand market presence within assigned partnerships.

• Establish and nurture robust relationships with agency owners, brokers, producers, and partner leadership teams.

• Perform regular business reviews with partners to pinpoint opportunities for growth and optimization.

• Discover chances for increased adoption, cross-selling, and expanded product usage.

• Collaborate with Partner Success Managers to guarantee excellent partner support and timely issue resolution.

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

• Conduct training, educational, and enabling sessions for partner teams.

• Maintain precise forecasting and pipeline management within Salesforce.

• Collaborate with Marketing, Product, Insurance, and Revenue Operations teams to bolster partner growth initiatives.

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

• Represent Coterie at industry and partner events when required.

• Promote a culture of accountability, collaboration, innovation, and proactive relationship management.

⛳️ Requirements

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

• Over 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 and sales engagement tools.

• Experience in managing strategic relationships and executing business planning initiatives.

🏝️ Benefits

• 100% remote work environment.

• Health insurance through Aetna with 100% of premiums covered.

• Dental and vision insurance through Guardian with 100% of premiums covered.

• Basic life insurance with 100% of premiums covered.

• Access to flexible spending accounts (FSA) or health savings accounts (HSA) for those utilizing HSA-eligible plans.

• 401K plan with a 4% match and immediate vesting.

• Must be 21 years of age or older to participate.

• Flexible PTO policy allowing up to 4 weeks of PTO in the first 12 months; thereafter, PTO usage aligns with company standards, typically not exceeding 5 weeks per calendar year.

• 12 company-paid holidays annually.

• Annual stipend for continuing education.