Account Executive - Management Liability

Account Executive - Management Liability

Counterpart believes in small businesses and is dedicated to helping them do more with less risk. By pairing leading insurance experts with cutting-edge technology, Counterpart empowers small business owners to grow with confidence. Exceptional underwriters, trusted insurance brokers, and prominent insurance carriers come together on the Counterpart platform to support small businesses by providing AI-driven management and professional liability underwriting and claims services. That’s where you come in…

As a member of the risk engineering team, you will be responsible for the production of premium through proper risk analysis and effective distribution of our product. In collaboration with the engineering, design, data, and operations team, you will leverage your industry knowledge and broker relationships to develop management liability and professional liability insurance products that brokers are eager to promote to their clients.

AS AN ACCOUNT EXECUTIVE YOU WILL:

• Achieve and exceed sales and underwriting goals: Drive premium growth by managing high-volume submissions, meeting revenue targets, and proactively following up on quotes to convert opportunities into bound policies.
• Price accounts efficiently and competitively: Quickly assess and quote simpler risks with accuracy, ensuring terms align with underwriting guidelines and broker needs.
• Prioritize quote follow-up and engagement: Actively follow up on automated quotes and broker inquiries to ensure timely responses, build trust, and maximize bind rates.
• Foster strong broker relationships: Serve as a trusted partner to brokers, providing thoughtful communication, personalized service, and solutions that meet their clients’ needs.
• Collaborate with the underwriting team: Share market insights and broker feedback with peers to enhance underwriting strategies and streamline processes.
• Provide actionable market feedback: Recommend improvements to terms, rates, and guidelines, contributing to the continuous enhancement of policy forms, coverages, and automated systems.
• Drive account growth through broker engagement: Actively engage with brokers to strengthen relationships, increase submissions, and promote Counterpart’s offerings.
• Represent Counterpart at local events: Attend broker meetings and industry events to showcase Counterpart’s products, enhance visibility, and support broker engagement efforts.
• Contribute to sales and process improvement initiatives: Offer feedback to refine Counterpart’s tools and workflows, ensuring brokers have an exceptional quoting and binding experience.

WE LOOK FOR TEAMMATES WHO HAVE:

• 4–8 years of underwriting or sales experience: Demonstrated expertise in management liability insurance products, with a proven ability to assess and price risks effectively.
• A strong broker network: Established relationships with brokers, carriers, or underwriters in the management liability space, with evidence of driving submission volume and premium growth.
• Specialty liability knowledge: Proficiency in rating procedures, policy forms, endorsements, and applications specific to management liability products.
• Sales and relationship-building skills: Proven ability to engage brokers, nurture long-term partnerships, and actively follow up on quotes to drive account binding.
• Confident communication abilities: Comfortable presenting to brokers, clients, and internal teams, with a focus on articulating value propositions and resolving objections.
• Success in sales and account management: Documented history of meeting or exceeding monthly, quarterly, and annual sales or revenue targets in a performance-driven environment.
• Adaptability in a fast-paced environment: Thrives in high-velocity, tech-driven workflows with a focus on delivering results under tight timelines.
• Educational background: A college degree with at least 4+ years of relevant work experience in underwriting or professional liability insurance.

WHO YOU WILL WORK WITH: 

• Mike Levins, Head of Insurance: Mike previously was the Head of Broker Relations and US MGA Operations at Hiscox. Mike oversaw the Midwest region with ~20 underwriters offering 13 different product lines, the primary lines being management liability, professional liability, and cyber/technology. His extensive insurance career has afforded Mike strong relationships across hundreds of retail and wholesale brokers. Mike received his BS from Marquette University and MBA from Benedictine University.
• Tanner Hackett, CEO: Having founded two other major startups, including Button and Lazada, Tanner now spends his time focused on mental health through his philanthropy, Openminded.org, in addition to reading, surfing, yoga, and enjoying the outdoors.
• Satwik Mysore, Risk Engineer Territory Lead: After graduating with an actuarial science degree, Satwik has spent most of his career at Travelers, where he built one of the largest and most profitable management liability books by forming strong broker relationships.
• Brad Bahler, Risk Engineer Territory Lead: Brad has over a decade of experience in management liability underwriting. He managed one of the largest books of small business management liability risks at Travelers, where he was known for his deep understanding of coverage, outstanding submission response times, and boundless enthusiasm for the space.
• Jake O’Donnell, Risk Engineer Territory Lead: Jake started his insurance career at Chubb, where he was able to develop and grow a profitable book of private-for-profit and non-profit management liability business. Jake is known for his exceptional service to industry brokers and his extensive knowledge of management liability. Jake also is a CPCU designation recipient.

WHAT WE OFFER

• Fully remote workplace
• Unlimited Vacation: We offer flexible time off, allowing you to take time when you need it.
• Work from Anywhere: Counterpart is a fully distributed company, meaning there is no office. We allow employees to work from wherever they do their best work, and invite the team to meet in person a couple times per year.
• Stock Options 
• Health, Dental, and Vision Coverage
• 401(k) Retirement Plan
• Parental Leave
• Home Office Allowance: to set up your home office with the necessary equipment and accessories.
• Wellness Stipend
• Book stipend
• Professional Development Reimbursement
• No working birthdays: Take your birthday off, giving you the opportunity to relax, enjoy your special day, and spend time with loved ones.
• Charitable Contribution Matching

COUNTERPART'S VALUES

• Conjoin Expectations - it is the cornerstone of autonomy. Ensure you are aware of what is expected of you and clearly articulate what you expect of others. 
• Speak Boldly & Honestly - the only failure is not learning from mistakes. Don’t cheat yourself and your colleagues of the feedback needed when  expectations aren’t being met. 
• Be Entrepreneurial - control your own destiny.  Embrace action over perfection while navigating any obstacles that stand in the way of your ultimate goal. 
• Practice Omotenashi (“selfless hospitality”) - trust will follow.  Consider every interaction with internal and external partners an opportunity to develop trust by going above and beyond what is expected. 
• Hold Nothing As Sacred - create routines but modify them routinely.  Take the time to reflect on where the business is today, where it needs to  go, and what you have to change in order to get there. 
• Prioritize Wellness - some things should never be sacrificed. We create an environment that stretches everyone to grow and improve, which is fulfilling, but is only one part of a meaningful life.

Our estimated pay range for this role is $105,000 to $120,000. Base salary is determined by a variety of factors, including but not limited to, market data, location, internal equitability, and experience.

We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. 

We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.