Account Executive

Summary

Join Counterpart, a company dedicated to helping small businesses manage risk, as an Account Executive in Management Liability. You will be responsible for achieving sales goals, pricing accounts, fostering broker relationships, and collaborating with the underwriting team. This role requires significant experience in management liability insurance, a strong broker network, and excellent communication skills. Counterpart offers a fully remote workplace, unlimited vacation, stock options, and various other benefits. The ideal candidate will thrive in a fast-paced environment and contribute to the continuous improvement of Counterpart's products and services. You will work with a team of experienced professionals in the insurance industry.

Requirements

• 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

Responsibilities

• 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

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