Partner Account Executive

Coterie

Partner Account Executive responsible for developing partner growth strategies and driving revenue at Coterie. Engaging with insurance professionals to support small business insurance efforts.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Develop and execute strategic growth plans for assigned partner accounts.
Drive premium growth, partner engagement, and market expansion across assigned relationships.
Build and maintain strong relationships with agency principals, brokers, producers, and partner leadership teams.
Conduct regular business reviews with partners to identify opportunities for growth and optimization.
Identify opportunities for increased adoption, cross-sell, and expanded product utilization.
Collaborate with Partner Success Managers to ensure high-quality partner support and issue resolution.
Monitor partner performance metrics including production, submission growth, engagement, and retention.
Conduct training, education, and enablement sessions for partner teams.
Maintain accurate forecasting and pipeline management within Salesforce.
Partner with Marketing, Product, Insurance, and Revenue Operations teams to support partner growth initiatives.
Identify at-risk partners and develop action plans to improve engagement and retention.
Represent Coterie at industry and partner events as needed.
Foster a culture of accountability, collaboration, innovation, and proactive relationship management.

Requirements

What you’ll need

Bachelor’s Degree in Business, Marketing, Insurance, or related field preferred.
5+ years of experience in commercial insurance sales, partner management, or agency distribution.
Proven track record of driving revenue growth and partner expansion.
Experience working with independent agents, brokers, aggregators, or embedded insurance platforms preferred.
Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools.
Experience managing strategic relationships and business planning initiatives.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Business PlanningRevenue GenerationPerformance Metrics MonitoringCross-SellingTraining and Enablement

Soft Skills

Relationship ManagementCollaborationAccountabilityProactive Problem Solving