Account Manager, Captives
Core
Serve as a critical link between clients, brokers, and the company, managing new business and renewals for captive and commercial Property/Casualty insurance.
Role type
Account Manager (Captive Insurance)
Builds
New business and renewal policies, loss summaries, quotes, and proposals for captive insurance clients.
Domain
Insurance (Captive & Commercial Property/Casualty)
Required skills
Captive insurance experience, P&C insurance licensing, loss analysis, policy drafting, Salesforce proficiency, AI tool usage
Preferred skills
CPCU, AU, ARM, ACI designations, advanced Excel/PowerPoint skills
Technologies
Salesforce, Microsoft Office Suite (Word, Excel, PowerPoint, Teams), ISO forms
Responsibilities
Oversee new business and renewal processes, respond to client/broker inquiries, coordinate policy coverage and changes, analyze loss runs, maintain accurate client records, draft policies and endorsements, coordinate with claims and service providers.
Seniority
Mid-level, hands-on IC