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 optimiz