Teams at Coterie

Lead insurance product and portfolio underwriting initiatives, including automated underwriting projects, product management across carrier partners, E&S product development, implementation coordination, risk selection, compliance, data reporting, and operational improvements. Partner with Insurance, Product, Claims, Data, Technology, and Revenue teams to translate underwriting strategy into scalable processes, improve controls, and support growth opportunities while maintaining underwriting integrity and alignment with risk appetite.

Manage partner relationships, retention, onboarding, training, service requests, escalations, and operational workflows. Serve as the primary operational contact for assigned accounts, monitor satisfaction and engagement metrics, conduct business reviews, resolve issues cross-functionally, and support renewal and retention initiatives. Collaborate with account executives, insurance, revenue operations, and technology teams to improve partner experience and operational efficiency.

Own end-to-end remediation projects addressing SOC 2, ITGC, security, privacy, AI governance, and regulatory requirements. Coordinate cross-functional stakeholders, translate compliance requirements into technical work, manage risks and dependencies, track risk treatment plans, and report progress to executives. Support annual risk assessments, auditor coordination, GRC tooling, dashboards, and process improvements across concurrent projects.