Digital Partner Account Executive

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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! Position Summary: The Digital Partnership Account Executive is responsible for driving growth, engagement, and expansion across Coterie’s digital, embedded, and API-enabled distribution partnerships. This role will focus on increasing partner adoption, optimizing digital performance, expanding platform utilization, and strengthening strategic relationships with technology-enabled partners. The Digital Partnership Account Executive serves as the primary commercial owner for assigned digital and embedded partnerships and collaborates closely with Digital Partner Success Managers, Technology, Insurance, and Revenue Operations teams to ensure partners achieve growth, adoption, and performance objectives. This role requires a strong blend of relationship management, analytical thinking, strategic planning, and operational collaboration to support modern insurance distribution models. Key Responsibilities: Develop and execute strategic growth plans for assigned digital and API-enabled partner accounts. Drive premium growth, platform adoption, and engagement across embedded and technology-enabled partnerships. Build and maintain relationships with partner executives, product leaders, operations teams, and technical stakeholders. Conduct regular business reviews focused on growth opportunities, adoption metrics, and operational performance. Identify opportunities to improve user activation, conversion, platform utilization, and product adoption. Collaborate with Insurance and Technology teams to support integration enhancements and partner enablement initiatives. Partner closely with Digital Partner Success Manager to support operational success and issue resolution. Monitor key performance indicators including quote volume, bind growth, active users, conversion rates, and partner engagement. Support strategic initiatives related to embedded insurance, APIs, digital distribution, and platform expansion. Maintain accurate forecasting, pipeline visibility, and account planning documentation in Salesforce. Represent Coterie at partner meetings, technology conferences, and industry events as needed. Identify and escalate opportunities and risks impacting partner growth and adoption. Conduct training, education, and enablement sessions for partner teams. Partner with Marketing, Insurance, and Revenue Operations teams to support partner growth initiatives. Foster a culture of accountability, collaboration, innovation, and proactive relationship management. Required Qualifications: Bachelor’s Degree in Business, Technology, Insurance, Marketing, or related field preferred. 5+ years of experience in strategic partnerships, digital distribution, SaaS, embedded insurance, API partnerships, or commercial insurance sales. Experience working with technology-enabled platforms, APIs, or embedded insurance ecosystems preferred. Familiarity with CRM systems such as Salesforce or HubSpot and sales engagement tools. Proven track record of driving growth and adoption within strategic partner relationships. Experience collaborating cross-functionally with product and technology teams. Knowledge, Skills Abilities: Strong strategic relationship management and consultative selling capabilities. Excellent communication, presentation, and executive engagement skills. Ability to analyze data and identify opportunities for growth and optimization. Strong understanding of digital distribution, APIs,

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