Who we are:
Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. With an innovative quoting platform that delivers accurate pricing and bindable quotes in less than one minute, Coterie makes small business insurance effortless.  

We are on a mission to build and foster a world-class team to bring speed, simplicity, and service to commercial insurance. We value integrity, humility, passion, and intelligence. If you want to push yourself and reshape a $200B+ market, we’re excited to talk to you!

What will the Manager, Agency Success do?
Relationships are the cornerstone of business partnerships.  A strong, stable relationship helps both business partners thrive and excel in their partnership, and if strong enough, it can overcome any hurdles along the way.  At Coterie, we believe the key to creating those durable relationships is through the demonstration of our core values of integrity, passion, intelligence, and humility.  How is that accomplished with a digital-based platform where the ideal experience is quick self-service?  That’s where you come in.

Coterie is an insurtech company with digital solutions to cover small business focused commercial property and casualty insurance needs for our commercial brokers, independent agents and policy holders.  We operate nationally and have thousands of partners who come to us in many different ways.  However, insurance is a relationship business, and many healthy business partnerships in this industry require correspondence and interactivity to remain engaged.  They build their own businesses through roots in their community, and they want to work with someone they know they can just “pick up the phone and call”.  As an Agency Success Manager, you will help guide our brokers and independent agents through the Coterie experience, providing that sense of relationship to an audience far too large to consistently call and check in. Through the application of our core values, you will serve as the bond between Coterie and the marketplace.  You will be responsible for broad scale engagement, utilizing technology and partnering with our marketing team to grow a multitude of relationships at once.

• Manage Coterie’s broker and independent agent relationships.
• Devise and execute relationship management strategies on a broad scale, through clever application of creativity, technology, and industry experience. 
• Collaborate with cross functionally to ensure partner needs and issues are addressed in the company. 
• Provide valuable field feedback to internal teams and sharing company updates with external partners.
• Collaborate with the growth enablement team to develop and execute marketing strategies, campaigns, and promotions that align with Coterie’s vision and support our partner’s initiatives.
• Analyze partnership performance and report on key metrics to established stakeholders

What we are looking for:  

• Preference for candidates available to work West Coast (PST) or Mountain Time (MT) hours to support team and partner alignment across time zones.
• One to five years’ experience in the property and casualty insurance field, with a preference toward relationship management, sales, production underwriting, and/or any other role that demonstrates technical knowledge and interaction with independent agents.
• An ability to express empathy amongst a diverse group of people and organizations, internally and externally, on a broad scale
• Comfortability managing a large volume of activity, both as a resource yourself, and acting as a conduit to other teams as needed
• One to five years’ experience in the property and casualty insurance field, with a preference toward relationship management, sales, production underwriting, and/or any other role that demonstrates technical knowledge and interaction with independent agents
• Initiative to see a business need/opportunity, devise a project, put together a team of internal stakeholders, execute, and provide a summary of results to the rest of the organization
• A preference for team-oriented work, with a desire to develop group strategy and execution in a business services setting
• Familiarity with using CRM systems (Customer Relationship Management) as a documentation and account management tool.
• A growth mentality for tackling new issues and a creative approach to developing new ways to engage agents
• Travel may be required up to 20%, primarily during peak periods in the spring and fall.

What will make you stand out:

• Existing relationships with commercial insurance brokers and independent agents
• Knowledge of and familiarity with API-based Tech platforms
• SaaS platform fluency and understanding of the tech implementation process
• Start-up experience

Our interview process:

Our hiring process generally consists of 4 phases. The goal is to provide an opportunity for us to learn more about our candidates while allowing them to get to know us as well!

• Phase 1: Qualified candidates will first meet with a member of our People Operations team for a phone interview.  This discussion is a high-level conversation to understand more about your background and interests and for us to share more about Coterie and the position.
• Phase 2: Selected candidates will be invited meet with our Hiring Manager for a 2nd interview via Teams video. This interview is designed to be more detail oriented and allows you to learn more about the role and expected to be 30 minutes in length.
• Phase 3: Top candidates will be invited to participate in an experiential exercise interview. This will include a project provided in advance along with a 1-hour interview conducted with our hiring manager.
• Phase 4: Final candidates will receive an invite to our final interview series. This series will include interviews with additional team members. The final series is roughly 1-2 hours in total.

What's in it for you:

Coterie has excellent benefits for all full-time employees. We offer the following:

• 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 up to 3 weeks of time off to support onboarding and integration during the first twelve months of employment. After the first year of employment and effective as of the anniversary date, eligibility transitions to up to 4 to 5 weeks of time off annually to recharge and sustain long-term success.
• 12 company-paid holidays each year
• Continuing education annual stipend
• Annual base salary estimated between $80,000-$95,000 based on national data. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc. 

Work Authorization:
At this time, Coterie Insurance is unable to consider candidates who require current or future visa sponsorship. Applicants must have authorization to work in the United States without the need for sponsorship now or in the future. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.