Counterpart
Territory Manager, Southeast
Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace. We believe that when businesses lead with clarity and confidence, they become more resilient, more innovative, and better prepared for what’s ahead. That’s why we built the first Agentic Insurance™ system—where advanced AI and deep insurance expertise come together to proactively assess, mitigate, and manage risk. Backed by A‑rated carriers and trusted by brokers nationwide, our platform helps small businesses grow with confidence.
Job Description As Territory Lead at Counterpart you direct a team of business development and underwriting experts on how to maximize production with your brokers. You partner with senior leaders, external carrier partners, and cross‑functional teams to develop playbooks, tools and reporting to make the team efficient and effective. You will be measured by the success of your territory relative to the budget goals.
Responsibilities
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: Contribute 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.
Qualifications
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 systematic 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 teams.
Self‑directed and self‑motivated; excellent communicator and collaborator.
Who You Will Work With
Tanner Hackett , CEO & Founder.
Tobias Schuler , Chief Underwriting Officer.
Chris Dinehart , Sales Operations Lead.
Satwik Mysore , Risk Engineer Territory Manager.
Brad Bahler , Risk Engineer Territory Manager.
Jake O’Donnell , Risk Engineer Territory Manager.
Tim Kalteux , Senior Risk Engineer.
Benefits
Stock Options: Participate in the value you create at Counterpart through our employee stock option plan.
Health, Dental, and Vision Coverage.
401(k) Retirement Plan.
Parental Leave.
Unlimited Vacation.
Work from Anywhere.
Home Office Allowance.
Wellness stipend.
Book stipend.
Professional Development Reimbursement.
No working birthdays.
Charitable Contribution Matching.
Company Values
Conjoin Expectations.
Speak Boldly & Honestly.
Be Entrepreneurial.
Practice Omotenashi.
Hold Nothing As Sacred.
Prioritize Wellness.
Our estimated pay range for this role is $180,000 to $250,000. Base salary is determined by a variety of factors, including but not limited to, market data, location, internal equitability, and experience.
We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives.
We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.
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Job Description As Territory Lead at Counterpart you direct a team of business development and underwriting experts on how to maximize production with your brokers. You partner with senior leaders, external carrier partners, and cross‑functional teams to develop playbooks, tools and reporting to make the team efficient and effective. You will be measured by the success of your territory relative to the budget goals.
Responsibilities
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: Contribute 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.
Qualifications
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 systematic 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 teams.
Self‑directed and self‑motivated; excellent communicator and collaborator.
Who You Will Work With
Tanner Hackett , CEO & Founder.
Tobias Schuler , Chief Underwriting Officer.
Chris Dinehart , Sales Operations Lead.
Satwik Mysore , Risk Engineer Territory Manager.
Brad Bahler , Risk Engineer Territory Manager.
Jake O’Donnell , Risk Engineer Territory Manager.
Tim Kalteux , Senior Risk Engineer.
Benefits
Stock Options: Participate in the value you create at Counterpart through our employee stock option plan.
Health, Dental, and Vision Coverage.
401(k) Retirement Plan.
Parental Leave.
Unlimited Vacation.
Work from Anywhere.
Home Office Allowance.
Wellness stipend.
Book stipend.
Professional Development Reimbursement.
No working birthdays.
Charitable Contribution Matching.
Company Values
Conjoin Expectations.
Speak Boldly & Honestly.
Be Entrepreneurial.
Practice Omotenashi.
Hold Nothing As Sacred.
Prioritize Wellness.
Our estimated pay range for this role is $180,000 to $250,000. Base salary is determined by a variety of factors, including but not limited to, market data, location, internal equitability, and experience.
We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives.
We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.
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