Counterpart

Account Manager

• Strategic Leadership & P&L Management
• Budget Ownership: Create and own the P&L for your territory, setting new business and renewal revenue and loss ratio targets
• Go-to-Market Strategy: Develop and execute territory-specific strategies and campaigns aligned with budget goals
• Performance Analysis: Use data analytics to identify growth opportunities, market trends, and optimization areas within your geography
• Strategic Planning: Translate company objectives into actionable territory-level initiatives and resource allocation decisions. Set the underwriting strategy for your territory and enable the team to reach it.
• Underwriting Support: Contributing to the achievement of the territory budget through underwriting and account management.
• Team Leadership & Development
• Talent Development: Onboard, train, coach, and mentor Risk Engineers to maximize individual and collective performance
• Escalations Management: Support both Production Risk Engineers (new business) and Renewal Risk Engineers across your territory with authority guidelines and escalations
• Performance Management: Set individual budgets/targets for team members and provide ongoing underwriting support and mentorship to help them achieve goals
• Culture Building: Foster collaboration and engagement within your territory team and across the broader organization
• Broker Relationship Management
• Partnership Strategy: Develop and execute strategies to strengthen relationships with retail and wholesale brokers in your territory
• Market Intelligence: Gather insights from broker network to inform product development and market positioning
• Brand Representation: Ensure all broker interactions reflect Counterpart's brand standards and values
• Revenue Generation: Drive broker relationships that unlock new business opportunities and renewal growth
• Operational Excellence
• Systems & Process: Champion the use of technology and data analytics to streamline operations and improve productivity
• Reporting & Forecasting: Provide accurate production tracking, forecasting, and actionable insights to company leadership
• Cross-functional Collaboration: Partner with product, underwriting, and other teams to represent your territory's needs and market feedback
• Quality Assurance: Ensure all customer touchpoints meet company standards and contribute to overall customer experience

Territory Manager

Risk

• Achieve and exceed underwriting performance and revenue goals, underwriting in accordance with our stated procedures.
• Price accounts with competitive terms quickly, thoughtfully, and in accordance with our guidelines.
• Manage quote related communication and questions in a thoughtful and trusting manner.
• Collaborate with the underwriting team of Risk Engineers on understanding the unique exposures of complex accounts.
• Provide market feedback and recommend improvements to our terms, rates, and guidelines improving our policy forms and coverages.
• Bind accounts through the continuous engagement of your assigned brokers.
• Represent Counterpart at broker meetings and various industry events.
• Contribute ideas and feedback on our suite of tools and services as a key stakeholder of our product roadmap.

Production Risk Engineer – Management Liability

• Responsible for production of premium through proper risk analysis and effective distribution of product.
• Collaborate with engineering, design, data, and operations to develop management liability and professional liability insurance products that brokers are eager to promote to their clients.
• Achieve and exceed underwriting performance and revenue goals, underwriting in accordance with stated procedures.
• Price accounts with competitive terms quickly, thoughtfully, and in accordance with guidelines.
• Manage quote-related communication and questions in a thoughtful and trusting manner.
• Collaborate with the underwriting team of Risk Engineers on understanding the unique exposures of complex accounts.
• Provide market feedback and recommend improvements to terms, rates, guidelines, policy forms, and coverages.
• Bind accounts through the continuous engagement of assigned brokers.
• Represent Counterpart at broker meetings and various industry events.
• Contribute ideas and feedback on suite of tools and services as a key stakeholder of the product roadmap.

DevOps Engineer

• Evolve the underlying infrastructure architecture that supports core insurance platforms and services, partnering with engineering teams to ensure scalability, fault tolerance, and cost efficiency
• Build, manage, and optimize infrastructure using Terraform, Kubernetes, and AWS services; automate provisioning, scaling, and deployment processes
• Develop and maintain observability solutions including logging, metrics, tracing, and alerting; own and improve CI/CD pipelines for reliable production delivery
• Collaborate with engineers, product managers, and business stakeholders to design infrastructure solutions, evaluate trade-offs, and experiment with new technologies
• Implement and maintain infrastructure security best practices including identity and access management, network segmentation, vulnerability scanning, and compliance monitoring
• Participate in on-call rotation to ensure uptime and performance of systems and services

Marketing

• Design and run email and system communications across the customer journey.
• Publish and maintain the lifecycle automation roadmap, sequencing campaigns by audience and priority, collaborating with the Content Manager on copy, and keeping stakeholders aligned on timing and objectives.
• Improve renewals and transactional communications, ensuring timely, accurate, and consistent information that builds trust and retention.
• Connect lifecycle triggers to the right Salesforce and HubSpot events, partnering with Data and system owners to establish the right architecture and governance.
• Measure lifecycle performance against submissions and premium growth, maintaining a live view of which campaigns drive results and where to scale, refine, or retire.
• Use performance data and field feedback to refine segmentation, optimize journeys, and create learning-driven workflows that improve outcomes for customers.
• Own event-triggered lifecycle emails and system messages, partnering with event owners to ensure communications are accurate, timely, and aligned with customer needs.
• Uphold brand guardrails and Agentic Insurance™ messaging across all lifecycle communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation.

Territory Manager

Production Risk Engineer – Management Liability

Production Risk Engineer – Management Liability

DevOps Engineer

Lifecycle Marketing Manager