Operational Excellence Specialist

About Us

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.

Responsibilities

• Manage specialized operational processes across Payments, Renewals, Claims, and Commissions, ensuring activities are completed accurately, efficiently, and in accordance with established procedures and compliance requirements.
• Serve as a subject matter expert for complex operational workflows, partnering with internal stakeholders to support business initiatives and ensure consistent execution of operational processes.
• Manage complex payment and billing activities, including disputes, agency bill accounts, notices of cancellation, notices of rescission, cancellations, reconciliations, refunds, and other specialized operational processes.
• Research and resolve complex account and billing issues requiring detailed investigation, analysis, and coordination across multiple teams and systems.
• Support agency bill operations and agent servicing activities related to billing, payment processing, and account management.
• Support complex renewal-related operational processes, including rate increase inquiries, underwriting-driven non-renewals, policy servicing activities, and other specialized renewal functions.
• Support complex claims-related operational processes, including First Notice of Loss (FNOL), expense payments, Finance and carrier account processes, and other specialized claims functions in partnership with Claims and internal stakeholders.
• Administer commission-related processes, including commission reviews, adjustments, reporting support, unpaid commission outreach, and activities necessary to support accurate commission administration.
• Lead and support special operational projects and initiatives, including payment-related projects, workflow enhancements, testing efforts, system implementations, operational reviews, and process improvement initiatives.
• Identify opportunities to improve operational efficiency, accuracy, scalability, and customer outcomes through process enhancements and workflow optimization.
• Analyze operational trends and recurring issues to identify root causes and recommend sustainable solutions.
• Maintain operational controls, audit readiness, and data integrity across supported business functions.
• Develop, document, and maintain operational procedures, workflows, and process documentation to support consistency, knowledge sharing, and operational excellence.
• Partner with Customer Care, Finance, Claims, Underwriting, Product, Engineering, and other departments to resolve operational challenges, improve processes, and support organizational goals.
• Participate in testing, business readiness activities, system enhancements, and other strategic initiatives that impact operational performance.

Requirements

• Bachelor's degree or equivalent combination of education and relevant experience.
• 3+ years of experience in insurance operations, payment operations, billing, policy servicing, renewals, claims support, commissions administration, or related operational functions.
• Property & Casualty Producer License in home state or ability to obtain and maintain required licensing within established timelines.
• Knowledge of commercial insurance operations and compliance requirements.
• Experience managing complex operational workflows, investigations, reconciliations, and transaction processing.
• Strong analytical, organizational, and problem-solving skills with the ability to manage multiple priorities in a fast-paced environment.
• Experience with Microsoft Office applications, including Excel and SharePoint.
• Strong written and verbal communication skills with the ability to collaborate effectively across departments.
• Demonstrated ability to identify process improvement opportunities and contribute to operational excellence initiatives.
• Ability to work independently while maintaining a high level of accuracy and attention to detail.

Preferred Qualifications

• CPCU, CIC, CISR, ARM, AINS, AIC, or other insurance-related professional designations.
• Experience working with commercial insurance carriers, agencies, MGAs, or Insurtech organizations.
• Experience supporting payment operations, billing systems, agency bill programs, commissions administration, renewals, or claims servicing functions.
• Knowledge of workflow automation and process improvement tools such as Power Automate.
• Experience with Salesforce, Jira, Confluence, or other operational and project management platforms.
• Experience working with third-party vendors, integrations, or insurance technology platforms.
• Experience participating in operational audits, compliance reviews, quality assurance initiatives, or process improvement projects.

Benefits

• 100% remote work.
• Health insurance through Aetna (100% of premiums paid by Coterie).
• Dental and vision insurance through Guardian (100% of premiums paid by Coterie).
• Basic life insurance (100% of premiums paid by Coterie).
• Access to flexible spending account (FSA) or health savings account (HSA).
• 401K plan with up to 4% match and immediate vesting.
• Flexible PTO policy offering up to 4 weeks in the first 12 months, and typically not exceeding 5 weeks per calendar year thereafter.
• 12 company-paid holidays each year.
• Continuing education annual stipend.

Pay

Annual salary estimated to be $60,000-$62,500 (paid hourly) based on national data. Candidates who meet all the minimum requirements and possess additional relevant experience may be considered for a salary above the midpoint of the range. Salary is based on internal equity, market data, applicant’s skills, prior relevant experience, degrees, or certifications.

Work Authorization

Applicants must have authorization to work in the United States without the need for sponsorship now or in the future.