Teams at Coterie Insurance

Develops and activates low- and non-producing insurance distribution partners through outreach, onboarding, training, education, and growth initiatives. The role monitors engagement and production, creates action plans for underperforming accounts, supports partner campaigns, tracks activity in Salesforce, and identifies partners ready for strategic account coverage. It builds relationships with agencies, brokers, producers, and partner stakeholders while collaborating with Partner Success Managers and Account Executives.

Manage partner relationships, onboarding, service coordination, escalations, operational workflows, satisfaction, and retention initiatives. Serve as the primary operational contact for assigned accounts, support account executives, conduct business reviews, monitor engagement metrics, and collaborate cross-functionally to resolve concerns and improve partner experience. The role requires experience in client success, account management, partner operations, CRM systems, and insurance or SaaS environments.

Build, test, deploy, and productionalize secure AI and machine learning systems for internal tools, customer products, and operational workflows. The role involves generative AI, NLP, predictive modeling, responsible AI, model evaluation, monitoring, documentation, and collaboration with engineering, data, and business teams. Candidates should have strong Python and software engineering skills, experience with LLM applications and modern AI tooling, and familiarity with cloud platforms, privacy, security, and compliance.