Sr Insurance Product and Portfolio Underwriting Analyst
Listed on 2026-08-03
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Insurance
Underwriter, Risk Manager/Analyst, Insurance Analyst, Insurance Risk / Loss Control
Sr Insurance Product and Portfolio Underwriting Analyst
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!
Position Summary:
The Insurance Product and Portfolio
Underwriting Analyst is passionate about driving new initiatives and underwriting excellence from start to finish. The ideal candidate is a collaborative and trusted partnertothe insurance,data,technology and revenue teams. Theyvalue underwriting as a craft, leads through influence, and helpstostrengthen our underwriting operations as we continue to grow. Experience should encompass bothinsuranceproductandportfoliounderwritingdisciplines.
As an Insurance Product and Portfolio
Underwriting analyst, you will execute new projects under the guidance of the Insurance leadership team and in close collaboration with leaders across the organization. Internal and external stakeholders willbenefitfrom yourtimelyproject management,open mindedcollaborationand novel approaches to complex this role, you will help ensure sound riskselectionand underwriting integrity whileidentifyingopportunities to improve processes, controls, and underwriting outcomes.
You will serve as a key partner across
Insurance, Product, Claims, Data, and Operation teams, helping translate underwriting strategy into scalable processes and actionable insights. Additionally, you will provide leadership and oversight for underwriting quality initiatives,risk management,datainitiativesand underwriting support operations to ensure alignment with company goals and risk appetite.
Key Responsibilities:
- Leadautomatedand data driven underwriting projects
- Manage insurance products across carrier partners
- Research growth opportunities and new insurance offerings
- Coordinate product implementation activities
- Coordinate and collaborate on operational improvements within Insurance and other organizations
- Developexpertiseacross bothinsuranceproduct and underwriting disciplines
Required Qualifications:
- You have B.A. or B.S. degree or equivalent.
- You have a minimumof 5years’ experience in insurance,underwriting, or commercial insurance product management.
- Knowledge of the underwriting discipline and compliance requirements for the full underwriting cycle: both new and renewal business underwriting processes.
- Experience with data reporting and automated underwriting technologies and techniques.
- You’repassionate about simplifyinginsuranceand novel approaches to underwriting
Preferred Qualifications (bonus experience):
- CPCU, ARM, CIC, or Actuarial designations
- Familiarity with 3rd party data vendors and integrations
- Insurtech experience
- Abilityto review and analyze legal documents
- You’regood at navigating
Serff, S&P,ISO and Verisk products, including PAAS and the CLM
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 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 and expected to be 30 minutes in length. - Phase 3 :
Top candidates will be invited to participate in an experiential exercise and team member interviews. This will include a project provided in advance along with a 1-hour project deep dive interview conducted with our hiring manager and additional team members. This…
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