Account Executive

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Counterpart

SiteLinkedInTodas as Vagas

11 - 50 funcionários

🛡️ Seguros

☁️ SaaS

🤝 B2B

Insurance • SaaS • B2B

A Counterpart é uma empresa focada em oferecer seguros de responsabilidade de gestão, sob medida para proprietários de pequenas empresas e corretores de seguros. O portfólio é abrangente e inclui coberturas de D&O (Directors & Officers), EPLI (Employment Practices Liability), responsabilidade fiduciária e responsabilidade civil geral. A Counterpart é reconhecida por sua abordagem inovadora para mitigar riscos e gerar valor por meio de uma plataforma fácil de usar, que impulsiona eficiência e eficácia na gestão de sinistros e na avaliação de riscos. A empresa tem o compromisso de apoiar pequenas empresas na navegação de riscos financeiros com insights personalizados e orientação especializada. A Counterpart faz parceria com corretores para aprimorar a experiência dos clientes e oferece integração via API para uma entrega de serviços sem atrito.

Descrição

• 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

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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