Position Summary:
The Partner Development Manager is responsible for activating, engaging, and growing low or non-producing distribution partners. This role focuses on increasing partner adoption, driving early production growth, and helping partners successfully integrate Coterie into their workflows and sales strategies.
The Partner Development Manager will proactively engage agencies, brokers, and distribution partners through onboarding, training, education, and growth initiatives designed to improve engagement and production outcomes.
This role plays a critical part in expanding active partner participation and developing future high-performing accounts for the organization.
Key Responsibilities:
- Drive activation and engagement efforts across low and non-producing partner accounts.
- Conduct outreach campaigns to increase partner activity and product adoption.
- Support onboarding and training initiatives for newly launched and developing partners.
- Identify opportunities to improve submission activity and partner engagement.
- Conduct educational sessions, webinars, and enablement meetings with partners.
- Develop action plans for dormant or underperforming accounts.
- Monitor partner engagement and production trends.
- Collaborate with Partner Success Managers and Partner Account Executives on partner development strategies.
- Support marketing and growth campaigns focused on partner activation.
- Maintain accurate activity tracking and reporting within Salesforce.
- Identify partners ready for transition into strategic growth account coverage.
- Build strong relationships with producers, agency staff, and partner stakeholders.
- Foster a culture of accountability, collaboration, innovation, and proactive relationship management.
Required Qualifications:
- Bachelor’s Degree in Business, Marketing, Insurance, or related field preferred.
- 2+ years of experience in sales development, partner development, insurance distribution, or account management.
- Experience working with agents, brokers, or distribution partners.
- Experience in outreach, activation, or customer engagement.
- Familiarity with CRM systems such as Salesforce or HubSpot engagement tools.
- Experience in creating business planning initiatives.
Knowledge, Skills & Abilities:
- Strong communication and relationship-building skills.
- Ability to drive engagement and influence partner behavior.
- Strong organizational and time management capabilities.
- Ability to manage multiple outreach and activation initiatives simultaneously.
- Strong presentation and training skills.
- Ability to identify opportunities for partner growth and development.
- Knowledge of Property & Casualty insurance distribution preferred.
- Ability to operate effectively in a fast-paced, high-growth environment.
- Problem solving mindset.
Our interview process:
Our hiring process generally consists of 4 phases. The goal is to provide an opportunity for us to learn more about our candidates while allowing them to get to know us as well!
- Phase 1: Qualified candidates will first meet with a member of our People Operations team for a phone interview. This discussion is a high-level conversation to understand more about your background and interests and for us to share more about Coterie and the position.
- Phase 2: Selected candidates will be invited to meet with a member of our hiring team for a 2nd interview via Teams video. This interview is designed to be more detail oriented and allows you to learn more about the role and expected to be 30 minutes in length.
- Phase 3: Top candidates will be invited to participate in an experiential interview exercise, which includes a project provided in advance. During the interview, candidates will have a 1-hour session with the hiring manager to present and discuss their project, followed by additional 1:1 interviews with team members. The full interview series is expected to take approximately 2.5 hours.
- Phase 4: Final candidates will receive an invite to our final interview that will include a 1:1 interview with a member of our senior leadership team. The final interview is roughly 30 minutes.
What's in it for you:
Coterie has excellent benefits for all full-time employees. We offer the following:
- 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
- Annual salary estimated between $75,000-$90,000 + variable compensation. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc.
Work Authorization:
At this time, Coterie Insurance is unable to consider candidates who require current or future visa sponsorship. Applicants must have authorization to work in the United States without the need for sponsorship now or in the future. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.
Who we are:
Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. With an innovative quoting platform that delivers accurate pricing and bindable quotes in less than one minute, Coterie makes small business insurance effortless.
We are on a mission to build and foster a world-class team to bring speed, simplicity, and service to commercial insurance. We value integrity, humility, passion, and intelligence. If you want to push yourself and reshape a $200B+ market, we’re excited to talk to you!