Position Summary:
Coterie Insurance is seeking a forward-thinking, highly motivated Manager, Training & Talent Development to build and lead learning initiatives that strengthen leadership capabilities, accelerate organizational effectiveness, and prepare our workforce for continued growth.

This is a unique opportunity for a visionary, hands-on learning and development professional who thrives developing innovative solutions, and driving meaningful organizational change.

Reporting directly to the Chief People Officer (CPO), this individual will partner with leaders across the organization to build a scalable learning and development framework that supports leadership excellence, cross-functional collaboration, AI adoption, and organizational readiness as Coterie continues to grow.

Key Responsibilities:

Leadership Development

• Partner closely with the Chief People Officer to design, develop, and implement a comprehensive New Manager Training Program that establishes consistent leadership expectations and management capabilities across Coterie.
• Own the planning, content development, facilitation, and continuous improvement of quarterly, in-person New Manager Training sessions, including travel to facilitate these programs.
• Develop engaging, practical learning experiences covering essential management competencies, including performance management, accountability, coaching, difficult conversations, employee engagement, delegation, and effective communication.
• Identify opportunities for ongoing leadership development beyond new manager onboarding, including targeted programs for emerging leaders, experienced managers, and senior leaders.
• Create practical leadership resources, toolkits, and reinforcement activities that help managers translate training into everyday behaviors.
• Evaluate leadership capability gaps and proactively recommend learning interventions that improve management effectiveness.

AI Training & Workforce Enablement

• Research, evaluate, and engage external AI experts, facilitators, and training partners to deliver relevant, high-impact educational experiences.
• Collaborate with internal subject matter experts and technology leaders to develop and facilitate AI-focused learning sessions tailored to Coteries business functions.
• Stay informed of emerging AI capabilities, workforce trends, and learning methodologies to recommend forward-thinking development initiatives.
• Measure training effectiveness and partner with stakeholders to evaluate improvements in employee confidence, proficiency, and practical application of AI tools.

Leadership Assimilation & Team Effectiveness

• Facilitate structured leadership assimilation sessions for teams experiencing leadership transitions, including newly hired or promoted leaders that accelerate team integration, establish mutual expectations, build trust, and improve communication.
• Help newly formed or restructured teams navigate the forming and storming stages of team development to establish effective working relationships more quickly.
• Partner with the CPO and functional leaders to identify teams that would benefit from targeted interventions, facilitated discussions, or team development activities.
• Conduct follow-up assessments to evaluate the effectiveness of assimilation activities and identify opportunities for additional support.

Annual Training Compliance Administration

• Oversee and administer the annual companywide mandatory training calendar, ensuring alignment with regulatory requirements, compliance obligations, and organizational priorities.
• Coordinate the scheduling, assignment, communication, and tracking of required employee training programs, ensuring clear expectations and established completion deadlines.
• Monitor training completion rates, proactively identify overdue assignments, and maintain accurate records to support compliance reporting and audit readiness.
• Hold employees and people leaders accountable for completing mandatory training within established deadlines through regular reporting, proactive follow-up, and escalation of noncompliance in accordance with company policies.
• Identify opportunities to streamline and automate training administration, tracking, reporting, and escalation processes to improve operational efficiency and compliance.
  
  

Required Qualifications:

• Bachelors degree in Human Resources, Organizational Development, Learning & Development, Business Administration, or a related field, or equivalent professional experience.
• 8+ years of progressive experience in learning and development, leadership development, organizational effectiveness, or a related discipline.
• Demonstrated experience independently designing, developing, and delivering leadership or professional development programs.
• Strong facilitation and presentation skills, with experience engaging audiences in both in-person and virtual settings.
• Proven ability to identify organizational challenges, develop actionable solutions, and independently drive initiatives through completion.
• Experience partnering with senior leaders to assess learning needs and develop targeted development programs.
• Strong understanding of adult learning principles, instructional design, and experiential learning methodologies.
• Exceptional project management, organizational, and stakeholder management skills.
• Ability to balance strategic planning with hands-on program development and delivery.
• Comfort operating in a fast-paced, evolving environment with changing business priorities.
• Willingness and ability to travel for quarterly in-person training programs and other business needs.
  
  

Preferred Qualifications (Bonus Experience):

• Experience building learning and development programs within a high-growth, technology-enabled, or scaling organization.
• Experience designing and facilitating leadership assimilation, team effectiveness, or organizational development interventions.
• Familiarity with AI tools and their applications in workforce productivity, learning, and organizational transformation.
• Experience sourcing and managing external training consultants, facilitators, and subject matter experts.
• Experience developing cross-functional learning initiatives that improve business processes and collaboration.
• Relevant professional certifications, such as ATD, CPTD, SHRM-SCP, Prosci, or other organizational development credentials.
• Experience working within insurance, financial services, or another regulated industry.

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 to meet with a member of our hiring 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 the next interview round, which will include an experiential exercise project provided in advance, followed by a 1-hour project deep-dive interview with the hiring manager, as well as interviews with selected team members. This series is expected to be approximately 1.5-2 hours in total and can be scheduled over a few days for flexibility.
• Phase 4: Final candidates will receive an invite to our final interview. This will include a 1:1 interview with a member of our senior leadership team. The final interview is roughly 30 minutes.

Whats 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 employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year
• Continuing education annual stipend
• Annual salary estimated between $120,000-$145,000 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.

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!