• Job Description

  Req#: a7f8e04d-e1db-49a7-9527-5fdc0354b1dd
  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!
  
  What will the Care Center Specialist do?
  The Customer and Agent Care Specialists will play a critical role in delivering exceptional service to both agent partners and policyholders, ensuring a seamless experience from quote to post-bind servicing. This role serves as a primary point of contact for inquiries, policy changes, and support needs, while building strong relationships that drive satisfaction, retention, and trust.
  
  As part of the Customer Care Center team, you'll collaborate cross-functionally with underwriting, claims, and operations to resolve issues efficiently, improve processes, and contribute to a best-in-class customer and agent experience.
  
  Hours: Monday through Friday, 8:00AM to 5:00PM Pacific Time!
  
  Bilingual fluency in English and Spanish is a plus.
  
  
  • Serve as a primary point of contact for agents and policyholders via phone, email, chat, and other channels
  • Handle inquiries related to policies, coverage, appetite, billing, and service requests
  • Process endorsements, cancellations, and policy updates accurately and efficiently
  • Strive for first-contact resolution, ensuring a high-quality and timely customer experience
  • Act as a liaison between Underwriting, Claims, IT, and other internal teams to resolve issues and support requests
  • Build and maintain strong relationships with agents and customers to drive satisfaction and retention
  • Monitor and respond to inbound queues (including voicemail and digital requests) in alignment with service standards
  • Identify trends and provide feedback to improve products, processes, and overall service experience
  • Participate in ongoing training and cross-functional support to remain agile and effective across responsibilities
  • Support additional projects and team needs as the business evolves
  
  What we are looking for:
  
  
  • Active Property & Casualty (P&C) License required
  • 2+ years of experience in insurance service, sales support, or related roles
  • 2-3+ years of experience in a remote, call center, or customer-facing environment
  • Strong customer service mindset with excellent communication and interpersonal skills
  • Ability to multitask, prioritize, and work in a fast-paced environment
  • Detail-oriented with strong organizational and time management skills
  • Proven ability to collaborate cross-functionally and work as part of a team
  • Self-motivated, reliable, and accountable
  • Proficiency with Microsoft Office and other systems/tools
  
  What will make you stand out:
  
  
  • CISR or CIC designations
  • Salesforce experience
  • Insurtech experience
  
  Our interview process:
  
  Our hiring process generally consists of 3 phases. The goal is to provide an opportunity for us to learn more about our candidates while allowing them to get to know us as well!
  
  
  • Phase 1 : Qualified candidates will first meet with a member of our People Operations team 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 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), 1:1 interviews with selected team members. 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). Must be 21 years of age or older to participate
  • Flexible PTO policy offering employees approximately 3-4 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.
  • 12 company-paid holidays each year
  • Continuing education annual stipend
  • Annual salary will be $60,000 - $62,500.
  
  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.

• About the company

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