Partner Account Executive

Coterie

33d • $100,000 - $125,000 • Remote

About The Position

The Partner Account Executive is responsible for driving growth, expansion, and production performance across a portfolio of high-potential distribution partners. This role will focus on developing partner growth strategies, increasing adoption and production, and strengthening long-term partner relationships. The Partner Account Executive serves as the primary commercial owner for strategic producing accounts and collaborates closely with Partner Success Managers and internal cross-functional teams to ensure partners achieve production and engagement goals. This role is accountable for proactive relationship management, revenue growth, and expanding Coterie’s footprint within partner organizations.

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.
• Strong sales, relationship management, and strategic planning capabilities.
• Excellent communication and presentation skills.
• Ability to identify and execute growth opportunities within complex partner organizations.
• Strong analytical and problem-solving abilities.
• Ability to prioritize and manage multiple strategic relationships.
• Knowledge of Property & Casualty insurance distribution and agency operations.
• Strong collaboration and cross-functional partnership skills.
• Ability to operate effectively in a fast-paced, high-growth environment.
• Problem solving mindset.
• Applicants must have authorization to work in the United States without the need for sponsorship now or in the future.

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior