Licensed Agency Experience Specialist

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, promote social good, and reshape a $200B+ market, we’re excited to talk to you!

What will the Agency Experience Specialist Do?

For any insurance company relationships with brokers and agent partners are a cornerstone of success. Ranging from day-to-day conversation, policy changes, and coverage that our company offers, the importance of the relationship between an insurer and the agent writing for them is vital. Our agency experience specialists will exemplify the attitude and guidance that agents will be looking for when they choose to write with Coterie. This role will also carry responsibilities beyond daily servicing through inputs and process improvements to continue building a seamless and efficient experience with Coterie from first quote to post-bind policy servicing.

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.

The hours we are looking to fill would be Monday-Friday 8:00am-5:00pmEST.

What you need to have: 

• 3+ years of experience in insurance sales support or other insurance related service experience. 
• Experience working in a remote call center service environment 
• 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 
• Knowledge of commercial insurance and compliance requirements 
• You’re a self-starter, passionate about creating simpler internal insurance operations procedures 
• Expertise with Microsoft Office products, specifically Excel, SharePoint, Power Automate  
• Strong interpersonal and communication skills, responsive to time-sensitive customer inquiries 
• Strong problem-solving skills and the ability to make decisions under pressure 
• Ability to analyze customer data and identify trends 
• Excellent organizational and time management skills 
• Ability to work in a fast-paced environment 

What will make you stand out: 

• You have B.A. or B.S. degree or equivalent 
• CISR or CIC designations  
• Salesforce experience
• Insurtech experience

Our interview process: 

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 be invited to participate in our PDP survey and meet with our Hiring Manager for a 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: