Coterie

SDET

• We’re looking for a Senior SDET who’s passionate about quality engineering and deeply experienced in automated and manual software testing—particularly for APIs and UIs.
• You’ll support multiple product teams across the company, partnering with developers, product managers, and analysts to ensure we deliver high-quality, reliable software that delights our customers.
• You’ll lead the effort to define, implement, and scale testing strategies across our platforms.
• This includes building robust test automation frameworks, mentoring other engineers, and helping teams close testing gaps with strong test design and analytical skills.
• Design and execute comprehensive test plans and strategies for frontend and backend systems
• Lead the development of automated tests using Playwright / Cypress for UI testing and Postman (or similar) for API testing
• Perform manual testing for edge cases or when automation is not feasible
• Collaborate closely with cross-functional teams to define test scenarios, acceptance criteria, and close gaps in test coverage
• Support and advocate for quality across multiple agile teams, driving end-to-end, regression, and exploratory testing
• Contribute to and maintain scalable test automation frameworks and CI/CD pipelines
• Monitor test results, triage failures, and provide clear feedback to development teams
• Assist with production defect analysis and root cause investigation

Senior Software Development Engineer in Test

Operations

• Oversee and collect data on advanced tasks within the Coterie Payment Program
• Process high-value or complex one-time payments, issue refunds, handle escalated credit card disputes, supervise notices of cancellation, mid-term cancellations, rescissions, and agency bill processes
• Act as the primary point of contact for escalated customer inquiries in the payments queue across various communication channels
• Provide expertise to resolve challenging or nuanced payment-related issues
• Investigate and resolve intricate payment problems, collaborating with leadership as necessary
• Identify, evaluate, and implement improvements to ensure compliance with regulatory requirements and mitigate risks in the payment program
• Lead cross-functional collaboration to refine existing processes, develop efficient workflows
• Design, manage, and enhance audit processes for payment systems to ensure robust data integrity
• Provide coaching, mentorship, and advanced training to team members
• Monitor team performance to ensure adherence to service level agreements
• Support departmental objectives by taking on special projects and contributing to strategy discussions

Senior Payments Operations Specialist

Attorney

• Manage Coterie’s Procurement Program, including vendor review, contract negotiations, and subsequent onboarding
• Build and maintain a proactive monitoring program for insurance legislation and regulatory developments, including establishing reliable sources, tracking and analyzing changes, and delivering clear reporting to business and compliance stakeholders
• Conduct contract review and redlining for vendor, customer, and partner agreements
• Implement, maintain and improve the contract management system to ensure accuracy, compliance, and accessibility
• Manage Coterie’s Licensing & External Producer Activation team
• Partner with business stakeholders to negotiate standard terms and resolve contractual issues efficiently
• Draft, review, and maintain templates, playbooks, and guidance documents to streamline contract processes
• Collaborate with compliance, risk, and business teams to identify and mitigate contractual risks
• Provide legal support for audits and diligence requests, ensuring timely and accurate responses
• Assist in developing and delivering training sessions for internal stakeholders on contract and legal processes
• Support special projects and strategic initiatives within the Compliance team, particularly those involving insurance and regulatory considerations

Director, Legal and Compliance

Controller

• Oversee all financial operations related to accounting, including revenue recognition, producer commissions, accounts payable/receivable, and month-end close Own the financial audit process at a level of sophistication befitting a Big 4 PCAOB audit Ensure accurate and timely GAAP-compliant financial reporting Partner with Growth Enablement and Technology teams to align financial processes with operational realities of insurance distribution Manage and improve commission tracking, reconciliation, and payments, ensuring clarity for agents and partners Lead and execute budgeting, forecasting, and variance analysis with executive leadership Maintain and improve internal controls, policies, and procedures tailored to agency operations Own and enhance accounting systems and processes, including integration with CRM, policy admin, and other operational tools Oversee external audits, tax filings, and compliance activities as they pertain to agency activity Collaborate with cross-functional stakeholders to support growth initiatives, vendor agreements, and financial planning Hire, manage, and develop a growing finance team, including staff accountants or analysts

Administration

• Efficiently manage all administrative tasks and office operations to ensure smooth functioning
• Oversee office supplies, kitchen supplies, equipment, and facilities, ensuring everything is well-maintained and operational
• Coordinate office logistics, such as scheduling meetings, managing calendars, and organizing travel arrangements
• Serve as the primary point of contact for external vendors, clients, and visitors
• Manage deliveries and process incoming and outgoing mail
• Support gifting to associates, vendors and partners of Coterie
• Support and partner with Growth Enablement (Marketing) with various projects and industry events
• Maintain and improve office procedures and policies to enhance efficiency and productivity
• Handle incoming inquiries and correspondence, both electronically and in person
• Assist in budget management and expense tracking for office-related expenditures
• Support management with various administrative tasks and special projects as needed
• Act as a liaison between different departments within the organization, facilitating communication and collaboration
• Take initiative to identify areas for improvement and implement solutions to streamline processes and enhance overall office functionality
• Light janitorial duties include trash removal and cleaning of office spaces, kitchen areas and restrooms
• Support People Operations team with miscellaneous project work

Office Administrator

Customer Support

We’re looking for a Experience Specialist who is passionate about delivering efficient and accurate service and has experience in the commercial insurance space. We need someone who can deliver world-class customer service experiences while enhancing and improving customer account retention. Our Customer Experience Specialist plays a key role in ensuring customer satisfaction by anticipating the needs of agents and policyholders, and supporting their success across our suite of products. Every interaction, from initial inquiry through account renewal, is driven by a customer-focused, service-oriented mindset with a strong emphasis on identifying the best possible policy and risk practices for each customer.
Hours: Monday through Friday, 8:00 AM to 5:00 PM Central Time or Pacific Time! Bilingual fluency in English and Spanish is a plus. Handle Policyholder and Agent Requests: Address and resolve policyholder and agent inquiries via phone, email, and form submissions related to policy changes, payment issues, and other insurance-related questions. Achieve First-Interaction Resolution: Strive for efficient and accurate resolution of inquiries during the first interaction to enhance customer satisfaction. Monitor and Respond to Voicemail: Manage the voicemail queue, ensuring timely and effective responses to all messages. Cross-Train for Versatility: Learn and perform various tasks across the Experience team’s responsibilities to provide support during peak periods and cover for absences. Engage in Ongoing Training: Participate in new hire training and continuous learning opportunities to stay updated on products, systems, and process changes. Build and Maintain Customer Relationships: Develop strong relationships with customers, understanding their needs, offering guidance, and recommending improvements for enhanced service. Meet Internal Service Level Agreements: Follow internal SLAs for customer inquiries and escalate issues to leadership when necessary to ensure service standards are met. Perform Additional Duties as Assigned: Complete other tasks as needed to support team and department objectives.