客户经理

Counterpart is an Insurtech platform reimagining management and professional liability for the modern workplace. We believe that when businesses lead with clarity and confidence, they become more resilient, more innovative, and better prepared for what's ahead. That's why we built the first Agentic Insurance™ system — where advanced AI and deep insurance expertise come together to proactively assess, mitigate, and manage risk. Backed by A rated carriers and trusted by brokers nationwide, our platform helps small businesses grow with confidence. Join us in shaping a smarter future, helping businesses Do More With Less Risk®.

As a member of the risk engineering team, you will be responsible for the production of premium through proper risk analysis and effective distribution through our digital distribution partners. In collaboration with the Territory Managers, engineering, 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:

- 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

WE LOOK FOR TEAMMATES WHO HAVE:

- 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.

WHO YOU WILL WORK WITH:

- **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](http://openminded.org), in addition to reading, surfing, yoga, and enjoying the outdoors.
- **Kelly North**, **Vice President of Revenue**: Kelly leads revenue strategy at Counterpart, with a strong focus on accelerating growth through distribution, sales operations, marketing, and digital transformation. She brings deep experience driving results by building high-performing teams and executing collaborative, cross-functional strategies. Outside of work, Kelly enjoys spending time with her family, is an avid reader, and has a passion for all things outdoors.
- **Brad Bahler**, **Director Field Underwriting**: 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.
- **Jade** **Rabacal, National Distribution Lead**: Jade brings an end-to-end insurance background spanning retail, wholesale, MGUs, and a legacy carrier. She is the National Distribution Lead at Counterpart, driving growth across all product lines and verticals. Prior to Counterpart, she served as Vice President of Business Development within the Cyber and Professional Lines Group at Tokio Marine HCC. Jade is known for her broker-centric approach and ability to build scalable partnerships in complex risk markets.
- **Marc Everds: Technical Product Manager at Counterpart.** Marc bridges the gap between product strategy and engineering execution, helping build the technology infrastructure that powers Counterpart's underwriting and distribution capabilities.

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

Our estimated pay range for this role is $65,000 to $95,000. 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.