Counterpart - Territory Manager (Central)
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Requirements
• Bachelor’s degree • 10+ years of work experience in professional liability and/or management liability • Demonstrated problem solving and project management abilities combined with impeccable business judgment. Experience executing strategic and operational initiatives • Highly organized and systemic approach to identifying and solving problems • Excellent interpersonal and communication skills to formulate and articulate contractual, technical, financial, and value points with partners and internal Coalition teams • Self-directed and self-motivated; excellent communicator and collaborator
Responsibilities
• 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 • Tanner Hackett, CEO & Founder: 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. • Tobias Schuler, Chief Underwriting Officer: After becoming a Fellow of the Casualty Actuarial Society & working as a consultant actuary at EY for several years, Tobias went on to drive the actuarial data & systems teams at QBE. He further leveraged his deep insurance & technical expertise at Munich Re Digital Partners in North America, where he headed data & analytics & oversaw the data infrastructure behind some of their largest programs. • Chris Dinehart, Sales Operations Lead: Chris has spent his career building and scaling high-performing go-to-market organizations across both early-stage startups and global platforms. At Counterpart, he leads Sales Operations, where he focuses on equipping the field sales team with the tools, data, and processes they need to succeed. Previously, he held roles at SecurityScorecard, Mastercard, and Finicity, blending strategic and operational expertise across sales and revenue operations. • Brad Bahler, Risk Engineer Territory Manager: 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.
Benefits
• Stock Options: Every employee is able to participate in the value that they create at Counterpart through our employee stock option plan. • Stock Options: • Health, Dental, and Vision Coverage: We care about your health and that of your loved ones. We cover up to 100% of your monthly contributions for health, dental, and vision insurance and up to 80% coverage for family members. • Health, Dental, and Vision Coverage • 100% of your monthly contributions • 401(k) Retirement Plan: We value your financial health and offer a 401(k) option to help you save for retirement. • 401(k) Retirement Plan • Parental Leave: Birthing parents may take up to 12 weeks of parental leave at 100% of their regular pay following the birth of the employee’s child, and can choose to take an additional 4 unpaid weeks. Non-birthing parents will receive 8 weeks of parental leave at 100% of their regular pay. • Parental Leave • Unlimited Vacation: We offer flexible time off, allowing you to take time when you need it. • Unlimited Vacation • 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. • Work from Anywhere • $300 allowance to set up your home office • Wellness stipend: $100 per month to spend toward an item or service that supports your wellness (i.e. massage or gym membership, meditation app subscription, etc.) • Wellness stipend • Book stipend: To support your intellectual development, we offer a book stipend that allows you to purchase books, e-books, or educational materials relevant to your role or professional interests. • Book stipend • Professional Development Reimbursement: We provide up to $500 annually for you to invest in relevant courses, workshops, conferences, or certifications that will enhance your skills and expertise. • 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. • No working birthdays • Take your birthday off • Charitable Contribution Matching: For every charitable donation you make, we will match it dollar for dollar, up to a maximum of $150 per year. This allows you to amplify your charitable efforts and support causes close to your heart. • 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. • Conjoin Expectations • 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. • Speak Boldly & Honestly • Be Entrepreneurial - control your own destiny. Embrace action over perfection while navigating any obstacles that stand in the way of your ultimate goal. • Be Entrepreneurial • 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. • Practice Omotenashi • 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. • Hold Nothing As Sacred • 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. • Prioritize Wellness • Our estimated pay range for this role is $180,000 to $250,000. 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.
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