Counterpart

Account Executive

Counterpart

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $65,000 - $95,000 per year

Job Level

Junior

About the role

  • Process and quote submissions accurately and on time: Work through a high volume of incoming management and professional liability submissions using Counterpart's digital platform, following established underwriting guidelines and procedures to generate timely, accurate quotes.
  • Learn and apply ML/PL underwriting fundamentals: Build working knowledge of policy forms, coverage terms, rating procedures, and authority parameters under the guidance of senior Risk Engineers and your team lead.
  • Follow up on open quotes: Actively work your quote queue. Reaching out to brokers on pending submissions, answering straightforward inquiries, and escalating non-routine or over-authority situations to the appropriate team member.
  • Support broker relationships: Engage with brokers in your assigned territory with responsiveness and professionalism, providing reliable service on routine submissions and helping reinforce Counterpart's reputation at every touchpoint.
  • Capture and relay broker feedback: Surface broker reactions, questions, and market observations to your team, contributing to the information loop that helps the team improve guidelines and the quoting experience.
  • Represent Counterpart in your territory: Participate in broker meetings and local industry events to build familiarity with the market and support Counterpart's visibility.
  • Work toward production targets: Contribute to team premium and submission goals, tracking your individual progress and flagging obstacles to your manager.
  • Leverage AI: Use Counterpart’s Agentic AI tools to help in your daily workflows

Requirements

  • 1–2 years of underwriting, insurance, or related experience, with exposure to management liability, professional liability, or specialty lines preferred but not required.
  • Eagerness to learn ML/PL products: Curiosity about policy forms, coverage terms, and risk assessment, with a willingness to build technical knowledge quickly on the job.
  • Strong attention to detail and follow-through: Comfortable working through high-volume, process-driven workflows accurately and consistently.
  • Clear, professional communication: Able to engage brokers and internal teammates with responsiveness and care, even on routine matters.
  • Adaptability and coachability: Thrives in a fast-paced, tech-driven environment and responds well to feedback and direction.
  • College degree or equivalent experience.
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwritingmanagement liabilityprofessional liabilitypolicy formscoverage termsrating proceduresrisk assessmentAI tools
Soft Skills
attention to detailfollow-throughcommunicationadaptabilitycoachabilityresponsivenessprofessionalism