Counterpart

Manager

• Partner with the Marketing Lead to shape engagement strategy, then directly execute and iterate on programs to bring that strategy to life.
• Own the lifecycle marketing engagement strategy for brokers across the full broker journey, defining how Counterpart’s ABM motions (1:1, 1:few, 1:many) support GTM priorities by tier, intent, and lifecycle stage.
• Design and operate lifecycle programs as part of the ABM engagement system, delivering coordinated engagement across onboarding, reactivation, expansion, renewal, and education, with near-term focus determined by GTM priorities.
• Publish and maintain the engagement and automation roadmap, sequencing programs by broker tier, signal, and priority, and keep stakeholders aligned on timing, intent, and desired outcomes.
• Partner closely with Sales Ops, Business Development, and Field teams on broker prioritization outputs, contributing the marketing layer that improves execution (recommended motions, channels, pacing, and guardrails) without owning the tiering model itself.
• Establish and run operating rhythms that drive decisions and follow-through, including weekly engagement planning, regular program reviews, and test-and-learn experimentation cycles focused on improving outcomes.
• Ensure HubSpot and Salesforce capture the lifecycle events, engagement signals, and fields needed for targeting and triggers, partnering with Data and system owners on architecture and governance.
• Orchestrate marketing deliverables across email, enablement, events, gifting, and field support, ensuring each touchpoint supports a clear reactivation or expansion intent and a defined next step.
• Oversee renewal and transactional communications as part of the broader engagement experience, ensuring brokers, agents, and insureds receive timely, accurate, and consistent information that builds trust and retention.
• Measure performance against submission lift for prioritized brokers and broker engagement quality, maintaining visibility into what is working and where to scale, refine, or stop.
• Design and run experiments to validate which signals, messages, and marketing motions drive meaningful outcomes, turning learnings into repeatable programs and clearer guidance for GTM teams.
• Use performance data and field feedback to refine segmentation, journey logic, and the marketing layer tied to tiering over time.
• Uphold brand guardrails and Agentic Insurance™ messaging across lifecycle and ABM communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation.

Lifecycle & ABM Manager

• Complete accurate and timely investigations into the coverage, liability, and damages for each claim assigned to you.
• Actively manage each claim assigned to you in a way that produces the most timely and cost-effective resolution.
• Build and maintain positive and productive working relationships with internal and external customers, including policyholders, brokers, carrier partners, and Risk Engineers (underwriters).
• Direct and monitor assignments to experts and outside counsel, and hold those vendors accountable for meeting or exceeding our service standards.
• Support our data collection efforts and models by effectively using the Counterpart claim system to fully and accurately capture critical details about each claim assigned to you.
• Identify and escalate insights into emerging claims trends across industries, geographies, and key business segments.
• Offer user-level feedback and insights to support the continuous improvement of our claim handling processes, guidelines, and systems.
• Ensure that every touchpoint with our insureds and brokers is representative of our brand, mission, and vision.

Lifecycle & ABM Manager

Associate Claims Manager – Dental/Medical