Agency Experience Specialist

Full Time Growth Remote OK
Apply for this Position

What will the Agency Experience Specialist Do?

As an agency specialist your responsibility will be to act as the first point of contact for agent partners reaching out to us regarding their insured’s policies, appetite inquiries, and more.  Experience specialists will have hands in the processing of endorsements, cancellations, and similar policy changes or agency information updates. Many times, you will act as a liaison between our underwriting department and our agents, and as such give you a clear view of how we serve our business communities. This is an agent and therefore customer service-based mentality that we are taking with our agents to tailor our relationship with partners and make their understanding of our product and the servicing for the clients as easy and seamless as possible.  This direct relationship will help cultivate improvements not only in company image and success but also provide necessary insights into how we can improve from a marketing, product, and service standpoint.

Hours: Monday-Friday 8:00am-5:00pm Pacific time zone

Superpowers we are looking for! 

  • You hold a Property & Casualty Producer license in your home state and are open to pursuing licensing in all states within 45 days of hire.
  • Four (4) years of insurance sales support or other insurance related service work
  • Three (3) years of remote/phone/online service or sales experience
  • Highly motivated & goal oriented
  • Strong negotiation and persuasion abilities
  • Exceptional interpersonal and client service skills
  • Detail orientated with superior organizational skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Proficient in MS Office skills and related computer software knowledge
  • Punctual, Reliable, and Responsible

Extras that are awesome but not required! 

  • College degree 
  • BOP, GL, Professional Liability, or WC experience 
  • Previous experience supporting a business through explosive growth
  • Bilingual 

What to expect! 

Our hiring process generally consists of 3 phases.

  • Phase 1: Qualified candidates will first meet with HR 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 then meet our Hiring Manager for the 2nd interview via Teams video. This interview is designed to be more detail oriented and allows you to learn more about the role
  • Phase 3: Top candidates will receive an invite for our final interview series via Teams video. This series will include an experiential exercise project (provided in advance), 1:1 interviews with selected team members and a culture focused interview. The final series is roughly 1.5-3 hours in total but can be scheduled over a few days for flexibility.

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).
  • Unlimited PTO and company paid holidays. We expect you to take at least 80 hours during the year not including paid holidays: New Year’s Eve, New Year’s Day, Independence Day, Memorial Day, Juneteenth, Labor Day, Thanksgiving Day, Black Friday, Christmas Eve, Christmas Day. We also encourage the celebration of personal holidays and important family events.
  • Continuing education stipend.
  • A culture with a deep belief in intentionality, inclusion, and treating you like the professional you are.
  • Formalized, universal mentorship via Coterie Core-Coaching program.
  • The salary for this position is 60,000. 

Apply for this Position

Agents & Brokers

Let's Work Together

Small Businesses

Policyholder Help Center

At Coterie, we are putting relationships at the forefront of small business insurance.

If you have any questions, Contact Us Today!