Management Liability Lead

Summary

Join Counterpart, a company dedicated to helping small businesses, as a strategic leader to own and scale their Management Liability product portfolio. You will be responsible for the P&L of this portfolio, driving growth strategy, underwriting structure, and go-to-market execution. This role requires designing scalable underwriting systems and providing underwriting expertise to support senior leads, brokers, and carrier partners. You will lead go-to-market strategy, develop target market initiatives, and build systematic infrastructure. Furthermore, you will partner with carriers and brokers, optimize with data, and collaborate with data science teams. This position demands a proactive individual with strong leadership and collaboration skills.

Requirements

• 10+ years of experience in management liability insurance, including extensive experience developing and managing rating manuals, underwriting guidelines, and policy forms
• Expertise in pricing, portfolio management, and risk modeling across management liability lines, with a deep understanding of emerging and complex industries
• Proven experience in drafting and optimizing insurance forms: Demonstrated ability to design declarations, GTCs, and endorsements that align with both carrier risk tolerances and market demands
• Strong organizational and analytical skills: Ability to conduct sophisticated data analysis, distill insights, and present actionable recommendations to internal and external stakeholders
• Experience developing and executing strategies to scale: Proven track record of launching new products, optimizing product-market-fit, and driving profitable growth in a dynamic, fast-paced environment
• Exceptional leadership and collaboration skills: Ability to lead cross-functional teams and drive change across underwriting, product, engineering, and data functions
• A self-starter mindset: Comfortable with rolling up your sleeves to meet aggressive growth goals and continuously iterate on product offerings

Responsibilities

• Own and Optimize the Management Liability Portfolio
• Be directly accountable for the P&L of our Management Liability products — balancing growth, compliance, and profitability
• Drive national and regional growth targets in partnership with senior territory leads and broker partners
• Underwrite or support the most complex submissions, especially those escalated through authority guidelines or strategic priorities
• Act as the escalation point for underwriting guideline referrals, and be seen by the field as a trusted expert
• Set and Execute Product Strategy
• Lead go-to-market (GTM) strategy for Management Liability: messaging, broker training, coordination with the rest of the underwriting team, enablement materials, and external positioning
• Develop and iterate target market initiatives, identifying classes, geographies, or niches where our value proposition gives us a strategic edge
• Shape and oversee product audits, ensuring underwriting consistency, guideline adherence, and feedback loop closure
• Build Scalable, Systematic Infrastructure
• Own or coordinate the creation of underwriting guidelines, decision trees, and rating logic, ensuring alignment across manual, automated, and hybrid workflows and overall company goals
• Work with data and engineering teams to codify underwriting logic, enabling automation, default recommendations, and triage logic
• Develop structured processes to capture and act on market trends, adjusting rate strategy, appetite, and workflow defaults to maintain competitiveness and profit
• Partner with Carriers and Brokers
• Lead carrier relationships for Management Liability, including new filings, audits, product approvals, and ad hoc initiatives
• Serve as the face of product leadership to strategic brokers — building trust through responsiveness, underwriting depth, and insight
• Deliver training and support to distribution teams to maximize broker engagement and quote-to-bind efficiency
• Optimize with Data
• Collaborate with data science to run scenario models, pricing experiments, and profit optimization analyses across products and segments
• Use performance data to recommend updates to appetite, coverage terms, pricing, and underwriting strategy
• Track and synthesize portfolio KPIs — translating into product strategy and operational changes

Benefits

• Unlimited Vacation
• Work from Anywhere
• Stock Options
• Health, Dental, and Vision Coverage
• 401(k) Retirement Plan
• Parental Leave
• Home Office Allowance
• Book stipend
• Professional Development Reimbursement
• No working birthdays
• Charitable Contribution Matching