Territory Manager, Southeast

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. Join us in shaping a smarter future, helping businesses Do More With Less Risk.

As Territory Lead at Counterpart you direct your team of business development and underwriting experts on how to maximize production with your brokers. You will partner with senior leaders, external carrier partners, and cross-functional teams to develop the 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.

Accordingly, we are looking for a highly talented and organized individual who thrives in a fast-paced, high-growth environment to join our team. Candidates should have excelled at an (re)insurance broker or carrier, or related field; or demonstrated a keen interest in risk management industries. We are looking for a proactive individual who takes ownership over initiatives and drives execution with limited oversight.

You Will

• 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

You Have

Who You Will Work With :

What We Offer