Role Description
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
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Drive activation and engagement efforts across low and non-producing partner accounts.
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Conduct outreach campaigns to increase partner activity and product adoption.
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Support onboarding and training initiatives for newly launched and developing partners.
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Identify opportunities to improve submission activity and partner engagement.
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Conduct educational sessions, webinars, and enablement meetings with partners.
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Develop action plans for dormant or underperforming accounts.
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Monitor partner engagement and production trends.
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Collaborate with Partner Success Managers and Partner Account Executives on partner development strategies.
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Support marketing and growth campaigns focused on partner activation.
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Maintain accurate activity tracking and reporting within Salesforce.
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Identify partners ready for transition into strategic growth account coverage.
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Build strong relationships with producers, agency staff, and partner stakeholders.
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Foster a culture of accountability, collaboration, innovation, and proactive relationship management.
Qualifications
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Bachelorβs Degree in Business, Marketing, Insurance, or related field preferred.
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2+ years of experience in sales development, partner development, insurance distribution, or account management.
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Experience working with agents, brokers, or distribution partners.
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Experience in outreach, activation, or customer engagement.
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Familiarity with CRM systems such as Salesforce or HubSpot engagement tools.
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Experience in creating business planning initiatives.
Requirements
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Strong communication and relationship-building skills.
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Ability to drive engagement and influence partner behavior.
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Strong organizational and time management capabilities.
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Ability to manage multiple outreach and activation initiatives simultaneously.
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Strong presentation and training skills.
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Ability to identify opportunities for partner growth and development.
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Knowledge of Property & Casualty insurance distribution preferred.
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Ability to operate effectively in a fast-paced, high-growth environment.
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Problem solving mindset.
Benefits
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100% remote.
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Health insurance through Aetna (we pay 100% of premiums).
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Dental and vision insurance through Guardian (we pay 100% of premiums).
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Basic life insurance (we pay 100% of premiums).
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Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans).
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401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate.
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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.
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12 company-paid holidays each year.
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Continuing education annual stipend.
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Annual salary estimated between $75,000-$90,000 + variable compensation.
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.