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