Lead Technical Implementation Analyst

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!

Position Summary:
The Lead Technical Implementation Analyst leads requirements and delivery coordination across a portfolio of concurrent initiatives spanning internal business units and external distribution partners, including the Distribution API, sets the standards the track works to, and mentors other analysts. This role is primarily an individual contributor who identifies systemic issues across business units, promotes solutions with strong strategic fit, and collaborates with leadership on capacity, prioritization, and cross-functional alignment.

About the Feature Delivery track:

Analysts on this track partner with business units across Coterie, including Revenue, Salesforce, Claims, Care/Payments, and Compliance, and with external distribution partners and the APIs they consume, to organize ideas, gather and structure requirements, and move projects forward. Work may include distribution partner integrations and changes to the Distribution API. They are the single point of contact for internal and external stakeholders and own communication, UAT coordination, and the quality of requirements handed to engineering. This is not a handoff role, as analysts stay engaged through delivery and the “final mile” of release.

Key Responsibilities:

• Leads requirements and delivery coordination across multiple concurrent initiatives, business units, or distribution partner integrations, including Distribution API changes.
• Defines and enforces standards for requirements documentation, UAT, and stakeholder communication.
• Mentors analysts and contributes to onboarding and team development.
• Collaborates with leadership on team capacity, prioritization, and cross-functional alignment.
• Identifies pervasive issues across business units and proposes systemic solutions.
• Assesses the impact of system and API changes on compatibility, downstream dependencies, and partner workflows.

Expectations at this level:

• Provides delivery leadership across a portfolio of work, not just individual projects.
• Recognizes and promotes solutions with strong strategic fit.
• Balances hands-on delivery with team enablement and process definition.
• Exercises sound judgment in evaluating risks and escalating unresolved decisions and takes a collaborative approach to building others' domain knowledge and testing skills.

Team-Wide Expectations:

Every member of the Technical Implementation team is expected to meet the following, in addition to the role-specific qualifications above.

• Baseline qualifications, at least two of three: Coterie business experience (products, systems, processes); technical experience (software engineering, software testing, product management or ownership, or similar delivery tooling); commercial insurance product knowledge (deep exposure to SME insurance products, market dynamics, and workflows).
• Mindset: curiosity and self-motivation; an ownership mentality toward every project; storytelling tailored to business stakeholders and developers alike; scope awareness that catches and raises scope creep early.
• Domain and technical fluency: the SME insurance market and Coterie's position in it; Coterie's distribution relationships and how they shape system design; what an API is and how it works; demonstrable use of AI tools for requirements, UAT, and development; quantifying project benefits with relevant metrics; stakeholder management, including when to escalate and when to resolve.

Required Qualifications:

• Bachelor's degree in Business, Technology, Insurance, or a related field, or equivalent experience.
• 6+ years of experience in business analysis, product ownership, implementation, or delivery roles, including leading cross-functional initiatives, managing timelines, and running several initiatives in parallel across different stakeholder groups.
• Meets the team-wide baseline (at least two of the three baseline qualifications), mindset, and fluency expectations.
• Ability to write engineering-ready requirements with context, acceptance criteria, and explicit out-of-scope items, and to design and run UAT with traceability, defect triage, and documented acceptance.
• Working knowledge of at least one of Coterie's partner business areas, such as Salesforce-based revenue workflows, claims, billing and payments, compliance, or distribution partner integrations and the Distribution API.
• Working knowledge of Jira, Confluence, APIs, and Postman.
• Experience defining requirements, UAT, or communication standards that others adopted.
• Extensive experience mentoring analysts or project coordinators, influencing team roadmaps, and winning support from executive stakeholders and cross-functional teams.
• Bridges technical and business language confidently with developers and business leaders, and operates effectively in a fast-paced, high-growth environment.

Preferred Qualifications (Bonus Experience):

• Extensive knowledge of Property & Casualty insurance distribution and agency operations.
• Experience with Agile Scrum methodology.
• Aptitude for producing detailed documentation.
• Experience in an integrations manager or similar partner-facing technical role, guiding external partners through API integrations.
  
  

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 to 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 and additional 1:1 interviews with selected team members. This series is roughly 1.5-2 hours in length.
• Phase 4: Final candidates will receive an invite to meet with a member of our senior leadership team. This interview is expected to be 30 minutes in length.

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 employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year
• Continuing education annual stipend
• Annual salary estimated between $120,000-$150,000 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.