Partner Success Manager

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

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

• Perform regular business evaluations to uncover growth and optimization prospects

• Discover avenues for increased adoption, cross-selling, and broadened product use

• Collaborate with Partner Success Managers to provide support and resolve partner issues

• Track production, submission growth, engagement, and retention metrics

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

• Oversee forecasting and pipeline management using Salesforce

• Work alongside Marketing, Product, Insurance, and Revenue Operations teams on growth initiatives

• Identify partners at risk and create engagement and retention strategies

• Represent Coterie at industry and partner events as necessary

⛳️ Requirements

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

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

• Demonstrated history of driving revenue growth and partner development

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

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

• Proven experience in managing strategic partnerships and business planning initiatives

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

• Exceptional communication and presentation skills

• Ability to recognize and pursue growth opportunities within intricate partner organizations

• Strong analytical and problem-solving skills

• Capacity to prioritize and manage multiple strategic relationships

• Understanding of Property & Casualty insurance distribution and agency operations

• Excellent collaboration and cross-functional partnership abilities

• Ability to thrive in a fast-paced, high-growth setting

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

• Must be 21 years of age or older to participate in the 401K plan

🏝️ Benefits

• 100% remote work

• Health insurance provided by Aetna (100% of premiums covered)

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

• Basic life insurance (100% of premiums covered)

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

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

• Flexible PTO policy allowing up to 4 weeks in the first 12 months

• PTO typically not exceeding 5 weeks per calendar year thereafter

• 12 company-paid holidays annually

• Annual stipend for continuing education

• Variable compensation