Captive Account Manager
Core
Manage a portfolio of captive clients, ensuring billing accuracy, premium tracking, and regulatory compliance for captive insurance entities.
Role type
Captive Account Manager
Builds
Billing and premium tracking services for captive insurance clients
Domain
Insurance brokerage / Captive insurance
Deliverable
client delivery
Required skills
billing management, premium tracking, regulatory compliance communication, time management, portfolio management, RFP support, client presentations, problem solving, MS Office proficiency (Word, Excel, PowerPoint, Outlook)
Preferred skills
internship in captive industry, CPA firm experience, knowledge of property/casualty industry
Responsibilities
Execute timely and accurate billing for management and consulting; track client premiums; communicate with clients and service providers to ensure regulatory compliance; support RFP and client prospect presentations; collaborate with other captive professionals; deliver internal training and communications.
Seniority
Individual Contributor