Coterie

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.