Note: The job is a remote job and is open to candidates in USA. Counterpart is an Insurtech platform reimagining management and professional liability for the modern workplace. As an Account Executive, you will process submissions, support broker relationships, and contribute to production targets while leveraging advanced AI tools.
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
Skills
- 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
- 1–2 years of underwriting, insurance, or related experience, with exposure to management liability, professional liability, or specialty lines preferred but not required
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
Company Overview