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Management Liability LeadRemote

Management Liability LeadRemote

CounterpartSan Jose, CA, US
1 day ago
Job type
  • Full-time
Job description

Management Liability Lead

Management Liability Lead

Counterpart believes in small businesses and is dedicated to helping them do more with less risk. By pairing leading insurance experts with cutting-edge technology, Counterpart empowers small business owners to grow with confidence. Exceptional underwriters, trusted insurance brokers, and prominent insurance carriers come together on the Counterpart platform to support small businesses by providing AI-driven management and professional liability underwriting and claims services. That's where you come in.

You will lead a variety of strategic, analytical, and operational projects to enhance carrier and broker relationships, build underwriting workflows, underwrite a profitable book, and launch new insurance products. You will partner with senior leaders, external carrier partners, and cross-functional teams to drive and support our Professional Liability growth efforts while managing and strengthening our most important relationships. You will own the success of our professional liability product line.

We are seeking a strategic, execution-oriented leader to own and scale our admitted & surplus Management Liability product portfolio, including Directors & Officers (D&O), Employment Practices Liability (EPLI), Fiduciary, and Crime insurance on a primary and excess basis. You will be accountable for the P&L of our Management Liability portfolio, guiding growth strategy, underwriting structure, and go-to-market execution in partnership with our insurance, data, and engineering teams.

This role requires someone who can design structured, scalable underwriting systems, while also bringing underwriting gravitas to the field supporting senior territory leads, brokers, and carrier partners with clarity, expertise, and decisiveness. We are looking for a proactive individual who takes ownership over initiatives and drives execution with limited oversight.

You Will

  • 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.

You Have

  • 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.
  • Who You Will Work With :

  • Tanner Hackett, CEO & Founder : Having founded two other major startups, including Button and Lazada, Tanner now spends his time focused on mental health through his philanthropy, Openminded.org, in addition to reading, surfing, yoga, and enjoying the outdoors.
  • Satwik Mysore, Risk Engineer : After graduating with an actuarial science degree, Satwik has spent most of his career at Travelers, where he built one of the largest and most profitable management liability books by forming strong broker relationships.
  • Tobias Schuler, Head of Data Analytics : After becoming a Fellow of the Casualty Actuarial Society & working as a consultant actuary at EY for several years, Tobias went on to drive the actuarial data & systems teams at QBE. He further leveraged his deep insurance & technical expertise at Munich Re Digital Partners in North America, where he headed data & analytics & oversaw the data infrastructure behind some of their largest programs.
  • Stanley Wang, Director, Pricing Analytics : Before joining Counterpart, Stanley worked as an actuary within the pricing solutions and methods team at USAA to combine actuarial pricing with data science models. Before that, he was a leading data scientist for Digital Partners, a Munich Re Company where he specialized in building data science models and insights for leading insurtech companies. He has had many other relevant roles such as capital modeling, risk management etc. He lives in New York with his growing family.
  • Mike Foster, Insurance Operations Lead : Mike has over two decades of experience in insurance operations, strategy, transformation, and customer experience. Before joining Counterpart, Mike led a 120+ person team at Lincoln Financial, overseeing strategy, analytics, and service operations for group benefits. Earlier in his career, he spearheaded digital transformation efforts and managed large-scale operations teams at both Lincoln and Liberty Mutual, where he launched new service models and built cloud-native platforms from scratch. Mike is known for their thoughtful leadership, data-driven decision-making, and ability to scale operational excellence in complex environments.
  • What We Offer

  • 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.
  • 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
  • Counterpart's Values

  • Conjoin Expectations - it is the cornerstone of autonomy. Ensure you are aware of what is
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    Management Liability • San Jose, CA, US

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