Lead Technical Implementation Analyst

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!

The Lead Technical Implementation Analyst leads requirements and delivery coordination across a portfolio of concurrent initiatives spanning internal business units and external distribution partners, including the Distribution API, sets the standards the track works to, and mentors other analysts. This role is primarily an individual contributor who identifies systemic issues across business units, promotes solutions with strong strategic fit, and collaborates with leadership on capacity, prioritization, and cross-functional alignment.

Analysts on this track partner with business units across Coterie, including Revenue, Salesforce, Claims, Care/Payments, and Compliance, and with external distribution partners and the APIs they consume, to organize ideas, gather and structure requirements, and move projects forward. Work may include distribution partner integrations and changes to the Distribution API. They are the single point of contact for internal and external stakeholders and own communication, UAT coordination, and the quality of requirements handed to engineering.

This is not a handoff role, as analysts stay engaged through delivery and the “final mile” of release.

• Leads requirements and delivery coordination across multiple concurrent initiatives, business units, or distribution partner integrations, including Distribution API changes.
• Defines and enforces standards for requirements documentation, UAT, and stakeholder communication.
• Mentors analysts and contributes to onboarding and team development.
• Collaborates with leadership on team capacity, prioritization, and cross-functional alignment.
• Identifies pervasive issues across business units and proposes systemic solutions.
• Assesses the impact of system and API changes on compatibility, downstream dependencies, and partner workflows.

• Provides delivery leadership across a portfolio of work, not just individual projects.
• Recognizes and promotes solutions with strong strategic fit.
• Balances hands‑on delivery with team enablement and process definition.
• Exercises sound judgment in evaluating risks and escalating unresolved decisions and takes a collaborative approach to building others' domain knowledge and testing skills.

Every member of the Technical Implementation team is expected to meet the following, in addition to the role‑specific qualifications above.

• Mindset: curiosity and self‑motivation; an ownership mentality toward every project; storytelling tailored to business stakeholders and developers alike; scope awareness that catches and raises scope creep early.
• Domain and technical fluency: the SME insurance market and Coterie's position in it;
  Coterie's distribution relationships and how they shape system design; what an API is and how it works; demonstrable use of AI tools for requirements, UAT, and development; quantifying project benefits with relevant metrics; stakeholder management, including when to elevate and when to resolve.

• Bachelor's degree in Business, Technology, Insurance, or a related field, or equivalent experience.
• 6+ years of…