Counterpart - Account Executive
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Responsibilities
• 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. • 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, in addition to reading, surfing, yoga, and enjoying the outdoors. • Tanner Hackett, CEO • 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. • Kelly North • Vice President of Revenue • 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. • Brad Bahler • 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. • Rabacal, National Distribution Lead • 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. • Marc Everds: Technical Product Manager at Counterpart. • 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. • Health, Dental, and Vision Coverage • 401(k) Retirement Plan • Wellness 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.
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. • Health, Dental, and Vision Coverage • 401(k) Retirement Plan • Wellness Stipend • Professional Development Reimbursement
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