Account Manager, Captives
Core
Serve as a critical link between clients, brokers, and the company to manage new business, renewals, and policy coordination for captive and commercial Property/Casualty insurance.
Role type
Account Manager (Captive Insurance)
Builds
New business and renewal policies, loss summaries, quotes, proposals, and retention initiatives.
Domain
Insurance (Captive & Commercial Property/Casualty)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Captive insurance experience, Commercial P&C insurance knowledge, P&C licensing, Loss analysis, Policy drafting, Salesforce proficiency, AI tool usage
Preferred skills
CPCU, AU, ARM, ACI designations, Advanced CRM/MS Office skills
Technologies
Salesforce, Microsoft Office Suite (Word, Excel, PowerPoint, Teams), ISO forms, Manuscript forms
Responsibilities
Oversee new business and renewal processes including applications and quotes; Respond to client and broker inquiries; Collaborate with sales teams to drive revenue; Coordinate policy coverage, changes, and exclusions; Analyze loss runs to summarize claims portfolios; Review policies for accuracy and compliance; Assist with coverage changes, binders, and endorsements; Develop and implement client retention initiatives; Maintain accurate client records and documentation; Renew policies and ensure correct billing; Stay informed on industry developments and legislation; Utilize AI tools for service and compliance; Draft policy forms and endorsements; Prepare documentation including loss runs and financial statements; Coordinate with service providers and claims departments.
Seniority
Mid-level, hands-on IC