Counterpart is the first Agentic Insurance™ system specializing in management and professional liability insurance. Backed by Felicis.
About the role
Counterpart is the first Agentic Insurance™ platform, combining trusted insurance expertise with cutting-edge AI to deliver tailored management and professional liability solutions. By integrating Agentic Underwriting™, Agentic Broker Services™, Agentic Risk Mitigation™, Agentic Claims Management™, Agentic Coverage™, and Agentic Capacity™ into one powerful platform, Counterpart empowers brokers - and the businesses they serve - to do more with less risk.
What they're looking for
- 5-7 years of progressive accounting or finance experience, ideally at a high-growth company, insurance, insurtech, or fintech experience is a plus but not required
- A bachelor's degree in Accounting, Finance, or a related field, or equivalent practical experience
- Working knowledge of GAAP and STAT (Statutory Accounting Principles), and comfort operating within a regulated, multi-entity insurance business
- A track record of owning and improving accounting processes end-to-end - not just executing tasks
- Hands-on experience with an accounting system or ERP (QuickBooks, NetSuite, Sage Intacct, or similar) and an AP/spend platform (Ramp, Bill.com, or similar)
- A demonstrated track record of using AI tools or agents to redesign reconciliations, payment processing, and routine bookkeeping
More about this role
Counterpart is the first Agentic Insurance™ platform, combining trusted insurance expertise with cutting-edge AI to deliver tailored management and professional liability solutions. By integrating Agentic Underwriting™, Agentic Broker Services™, Agentic Risk Mitigation™, Agentic Claims Management™, Agentic Coverage™, and Agentic Capacity™ into one powerful platform, Counterpart empowers brokers - and the businesses they serve - to do more with less risk. Backed by A rated carriers, Counterpart has been recognized by CB Insights as a 2025 “Top 50 Insurtech,” by Great Place to Work, and by Business Insurance as one of its 2025 “Best Places to Work.”
As Accounting Manager, you run the day-to-day financial operations within Agentic Finance - bordereau and premium reconciliation, carrier and claims payments, premium accounts receivable, accounts payable, expense management, financial reporting, audit administration, and tax filings - that keep Counterpart, Agentic Programs™, and Counterpart Insurance Company running. You own accounts receivable, accounts payable, expense management, and vendor administration outright, and you support the Controller on bordereau, carrier payment...
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