Counterpart

• Own the roadmap for a Pod. • Discover the problems worth solving by talking directly to brokers, carriers, internal partners, and customers. • Turn business intent into initiatives that move the metrics. • Own the business outcomes. Track the metrics. Report progress. Kill initiatives that are not working. • Break each initiative into concrete launchable units: projects that ship something real. • Write the high-level product requirements for each project. Enough detail to plan, size, and staff. • Roll projects up to a rough t-shirt size (multi-month or single month). • Run the product review for each funded project. Confirm the project solves the right problem, the experience fits, and the scope holds. • Define where AI should own the workflow, where humans stay in the loop, and where human judgment is non-negotiable. • Ensure adoption of what your Pod ships.

• Own the technical vision for your systems. • Partner with a Technical Product Manager to break initiatives into projects. • Run the technical review that gates each project. • Set and maintain Counterpart's technical standards. • Write code and build systems when required. • Mentor engineers working in your domain.

• Own the Problem: Take accountability for the outcome, talk directly to your users, stakeholders, and peers to discover the problem, translate business intents into functional requirements, determine where human judgment is non-negotiable, and own the technical requirements. • Build with AI: Write production-quality code across the stack (Python, Django, AWS, React, PostgreSQL), direct agents, evaluate and improve agent output, run projects spanning other Product Engineers and agents, and contribute to architectural decisions. • Verify and Iterate: Surface delivery risks early, verify the end-to-end result, drive adoption of what you ship, monitor services in production, participate in support rotations, and iterate until you move the needle. • Raise the Bar: Grow quickly, be aware of technical debt trade-offs, and operate to the engineering standards for quality, reliability, and operational excellence.

• Underwrite renewal business across ML product lines in accordance with company guidelines and performance targets. • Evaluate risk exposures, loss history, and operational data to determine appropriate pricing, coverage, and terms. • Provide quick and competitive quotes in alignment with distribution and market strategies. • Serve as a trusted partner to wholesale brokers by offering thoughtful underwriting guidance and responsive communication. • Maintain and expand a portfolio of high-performing broker relationships to drive retention and profitable growth. • Represent Counterpart at broker meetings, industry conferences, and networking events. • Work closely with fellow Risk Engineers and product teams to refine guidelines, pricing models, and coverage forms. • Identify market feedback and recommend enhancements to improve product offerings and underwriting strategy. • Bind renewal accounts through consistent engagement with brokers and effective management of the renewal lifecycle. • Maintain accurate and compliant documentation for all underwriting decisions.

• Identify and evaluate new program opportunities, leading due diligence analysis across underwriting, insurance product, legal, and insurance operations. • Support program structure recommendations, including coverage architecture, underwriting guidelines, and rating frameworks aligned to Counterpart's target classes of business. • Draft Program Assessment Template documents with a clear understanding of program requirements, participation, and production requirements, with annual projected forecasts. • Act as the primary point of contact for managing program relationship continuity from inception through consistent production results. • Negotiate, execute, and maintain Program Management Agreements; ensure all contractual requirements, service standards, and authority parameters are met on an ongoing basis. • Conduct regular performance audits and portfolio analyses, measuring results against KPIs established at program inception and surfacing underwriting strategy recommendations to Insurance Product. • Work cross-functionally with the insurance product team on renewal terms and processes for new and existing program opportunities. • Identify and drive process improvements that increase efficiency and scalability across program operations. • Participate in partner visits and facilitate ongoing communication between agency partners and Counterpart's service team to resolve policy, billing, and underwriting matters. • Prepare and present materials for stewardship reviews, board meetings, and business updates; coordinate meeting logistics, agendas, and follow-through. • Attend national trade conferences and industry events as a senior representative of Counterpart's programs business, building relationships and advancing brand presence. • Review legislative and market developments affecting program structures; proactively recommend coverage enhancements and flag compliance implications. • Leverage AI-powered tools, including Counterpart's internal, to improve program analysis, client reporting, and operational workflow efficiency. • Bring an experimentation mindset to how technology can accelerate program prospecting, performance monitoring, and client communication.

• 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. • 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.

• Evolve how our flat engineering organization scales with agents. Ensure and retain high talent density. Drive efficiency by leveraging AI. Set the forward-looking technical vision that supports the business. • Shape how Counterpart builds software in an AI-native world. Partner with the CEO, engineering leaders, and technical product managers to refine how we build, how we operate, and how we compound output. • Run Engineering as a function that allocates its people and agents across competing initiatives. Own the allocation decisions, engineering standards, delivery quality, and the mechanisms to ensure project teams maintain technical coherence while operating independently. • Own the infrastructure that enables AI-native engineering: developer experience, AI and data platforms, and system infrastructure. • Own hiring, performance management, compensation, and talent development for the engineering organization. Partner with the Head of People and the Chief of Staff to ensure Engineering's people model and operations fit the company's operating cadence. • Ensure our systems meet high standards for reliability, observability, and security, including compliance with SOC 2, HIPAA, and NYC Cybersecurity regulations. • Represent Counterpart's technology capabilities internally and externally, aligning with leadership, partners, and investors to communicate vision and execution.

• 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

Account Executive - Management Liability 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 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: - Cameron Tognetti, Risk Engineer Territory Manager: Cameron began his insurance career underwriting at Chubb and later Tokio Marine HCC. He is known for exceptional service standards and a deep understanding of management liability coverage. - Brad Bahler, Director of 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. - Jake O’Donnell, Risk Engineer Territory Manager: 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. - 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. 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.

• Achieve and exceed underwriting performance and revenue goals for the Allied Healthcare Professional Liability segment, underwriting in accordance with our stated procedures. • Price Allied Healthcare accounts with competitive terms quickly, thoughtfully, and in accordance with our guidelines, demonstrating a deep understanding of healthcare practitioner exposures and risk dynamics. • Manage quote-related communication and questions in a thoughtful and trusting manner, serving as an underwriting resource to brokers on Allied Healthcare coverage nuances. • Collaborate with the Director, Allied Healthcare Liability and the broader underwriting team of Risk Engineers on understanding the unique exposures of complex Allied Healthcare accounts. • Provide market feedback and recommend improvements to our Allied Healthcare terms, rates, guidelines, coverage structures, and policy forms to maintain competitiveness and profitability. • Support the development of underwriting guidelines, decision trees, and rating logic specific to Allied Healthcare classes in partnership with the product and data teams. • Bind accounts through the continuous engagement of your assigned brokers, maximizing quote-to-bind efficiency across the Allied Healthcare portfolio. • Represent Counterpart at broker meetings and various industry events, positioning the company as a thought leader in Allied Healthcare Professional Liability. • Contribute ideas and feedback on our suite of tools and services as a key stakeholder of our product roadmap, helping to shape digital workflows and automation for Allied Healthcare underwriting.