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

What will the Compliance Specialist do?

We’re looking for a detail-oriented, proactive professional who’s passionate about simplifying complex processes and keeping them running smoothly. As our Compliance Specialist, you’ll be a key player in supporting the systems that drive our insurance operations—delivering precision, efficiency, and exceptional service every step of the way.

This role is ideal for someone who’s naturally organized, thrives with structure, and wants to build and manage scalable compliance processes that support internal teams, external partners, and long-term business growth. If you bring solid insurance compliance experience—especially in commercial lines—and take pride in accuracy, follow-through, and continuous improvement, we want to hear from you.

• Manage the company’s external licensing program by overseeing documentation, executing agreements, and ensuring all active partners, producers, and agencies maintain current, accurate licensing in compliance with regulatory and internal standards.
• Maintain overall account compliance for external partners in alignment with Coterie’s operational and legal requirements, supporting and tracking all regulatory licensing actions, including renewals, updates, and changes affecting partner accounts.
• Support the Contract Management Program by filing and tagging contracts accurately and collaborating with Business Owners to ensure all contracts stay compliant with company standards.
• Help design, deploy, and continuously improve company-wide compliance programs to ensure we consistently meet evolving legal regulations, industry standards, and internal policies.
• Support the monitoring system for external audits from carriers, partners, and Departments of Insurance across departments; track deadlines, coordinate document collection, and work with teams to remediate audit findings.
• Support compliance efforts by assisting People Operations with rolling out and assigning mandatory trainings and building a system to track and audit completion.
• Partner with legal, operations, and external stakeholders to address compliance questions and resolve issues quickly and effectively.
• Take the lead on department projects and programs as assigned by leadership, driving improvements and ensuring timely delivery.
• Pursue personal and professional growth through continuing education, certifications, and in-house training opportunities to stay up to date in the compliance and insurance fields.

What we are looking for:  

• You have B.A. or B.S. degree or equivalent
• 3+ years of experience in insurance compliance, account management, customer success, or a related field supporting regulatory or operational processes.
• You hold a Property & Casualty Producer license in your home state and are open to pursuing licensing in all states within 90 days of hiring.
• Strong knowledge of commercial insurance, insurance regulations, and compliance requirements at both the state and federal levels.
• Familiarity with compliance audit processes, contract management, and regulatory filings.
• You’re a self-starter, passionate about creating simpler internal insurance operations procedures.
• Expertise with Microsoft Office products, specifically Excel, SharePoint, Power Automate
• Experience with contract lifecycle management or contract management software
• 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:

• CISR or CIC designations
• Salesforce guru
• Insurtech experience

Our interview process:

Our hiring process generally consists of 4 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 meet with a member of our Compliance Leadership team 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 and expected to be 30 minutes in length.
• Phase 3: Top candidates will be invited to participate in our project and team interview phase. This phase will include an experiential exercise, provided in advance, followed by a one-hour panel interview with members of our Compliance team (to discuss the project work), as well as a one-on-one discussion with our VP of Operations and Compliance. This interview series will take approximately 1.5 hours in total.
• Phase 4: Final candidates will the receive an invite to meet with a member of our senior leadership team. This interview will be focused on core values and culture and is expected to be 30 minutes in length.

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 up to 3 weeks of time off to support onboarding and integration during the first twelve months of employment. After the first year of employment and effective as of the anniversary date, eligibility transitions to up to 4 to 5 weeks of time off annually to recharge and sustain long-term success.
• Continuing education annual stipend
• Annual salary estimated between $70,000-$80,000 (paid hourly) based on national data. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc. 

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.

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