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Agency & Broker Platforms - Account Director (Remote)





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Yes, we’re shaking up the small commercial insurance industry. Waiting weeks for paper and data entry clerks should finally go away. Relying on PDFs, relying on Excel sheets should go away. APIs, self-service portals, and apps are what our insureds  expect and it’s what our partners in the insurance agency and broker software/platform business have helped usher in. But updating agency and Broker software ecosystems is only half the solution, the other half is carriers being able to plug into those ecosystems. We can. Your job is to help find and nurture those like-minded partners and create the kind insurance experience the world wants.

Job responsibilities

  • As an Account Director for our Agency and Broker platform distribution team, you’ll execute and collaborate on the strategy set out by our Director of Digital Agency and Broker Distribution to ensure that our growing software and digital platform partnerships flourish.
  • You’ll work closely with Underwriting, Insurance Product, Data, Engineering, and Tech Product teams to make sure our systems combine in a way that helps deliver small commercial insurance at scale. 
  • You’ll need to love dynamic problem-solving, personal relationship building,  a taste for innovation, and belief that something can always be done.
  • But all those are details, at its core this role is still about people and managing the relationships that make it all happen.


  • 5+ years of SaaS or other Digital solutions account/relationship management/customer success work
  • Strong Project Management experience
  • Sales experience within Agent or Broker dependant industries
  • Contemporary Tech platform fluency (you know what an API is, aren’t scared by the mention of data pipelines)


  • Insurance Industry experience
  • Inside sales experience


Coterie has excellent benefits for all full-time employees. Through our partner Insperity, we offer:

  • Health insurance through United Healthcare (UHC) (we pay 90%)
  • Dental (UHC) and vision insurance (VSP) (we pay 100% but there are limits)
  • Unlimited PTO. We expect you to take at least 80 hours during the year not including most bank/federal holidays - Christmas Day, New Years Day, Thanksgiving, July 4, Memorial Day, Juneteenth, Labor Day. We also encourage the celebration of personal holidays and important family events.
  • Basic Life Insurance
  • Flexible Spending Account (FSA)
  • Continuing Education Stipend
  • 100% Remote
  • A culture with a deep belief in Intentionality, Inclusion, and treating you like the professional you are.

Our HQ is in Montgomery, Ohio (7817 Cooper Rd. Suite B Cincinnati, OH 45242), but we operate as a 100% digital business which makes it easy to work remotely as your role allows. 

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Coterie is on a mission to make business insurance easy. By integrating insurance into the places they already are, Coterie protects businesses and operators with just a click. Its technology-based approach to business insurance allows for data-driven automation that provides accurate coverage without the hassle.

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