Client Executive - Single Parent Captives
Core
Lead and coordinate all phases of single parent captive insurance engagements, ensuring seamless project execution, timely delivery, and adherence to quality standards.
Role type
Senior IC Client Executive (Single Parent Captives)
Builds
Captive insurance programs and proposals for organizations and individuals seeking alternative risk financing
Domain
Insurance / Risk Management / Captive Insurance
Deliverable
client delivery
Required skills
Captive insurance modeling, alternative risk financing, regulatory compliance, financial reporting, risk pricing, premium allocation, program analysis, client relationship management, proposal development
Preferred skills
MBA, CPCU, ARM, actuarial insights, data analytics
Technologies
Microsoft Office Suite, CRM platforms, insurance management tools
Responsibilities
Lead and coordinate all phases of captive insurance engagements; Develop and manage detailed project data request lists; Oversee the preparation and refinement of client deliverables including complex presentations; Conduct in-depth analysis of insurance programs to assess profitability and risk exposure; Partner with brokerage teams to address insureds' insurance requirements; Maintain and enhance financial reporting frameworks for fronting carriers; Lead risk pricing initiatives and premium allocation strategies; Drive the development and presentation of sophisticated proposals to clients and prospects; Mentor junior team members
Seniority
Senior, hands-on IC