Territory Manager

November 1

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Counterpart

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Insurance • SaaS • B2B

Counterpart is a company that focuses on providing management liability insurance products tailored for small business owners and insurance brokers. They offer a comprehensive range of insurance products including Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, and General Liability coverage. Counterpart is recognized for its innovative approach to mitigating risks and delivering value through a user-friendly platform, supporting efficiency and effectiveness in claims management and risk assessment. The company is committed to supporting small businesses in navigating financial risks through custom insights and expert guidance. Counterpart partners with brokers to enhance client experiences and offers API integration for seamless service delivery.

11 - 50 employees

☁️ SaaS

🤝 B2B

📋 Description

• 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

🎯 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.

🏖️ Benefits

• Stock Options: Every employee is able to participate in the value that they create at Counterpart through our employee stock option plan. • Health, Dental, and Vision Coverage: We cover up to 100% of your monthly contributions for health, dental, and vision insurance and up to 80% coverage for family members. • 401(k) Retirement Plan: We value your financial health and offer a 401(k) option to help you save for retirement. • 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. • 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. • Home Office Allowance: As a new employee, you will receive a $300 allowance to set up your home office with the necessary equipment and accessories. • 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.) • 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. • 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. • 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: For every charitable donation you make, we will match it dollar for dollar, up to a maximum of $150 per year.