Account Executive
Core
Senior leader overseeing captive account management teams, serving as a strategic advisor to captive insurance clients on operations, governance, and financial performance.
Role type
Senior IC Account Executive (Captive Insurance)
Builds
Captive insurance client relationships and managed teams of account professionals
Domain
Insurance (Captive) + Financial Services
Deliverable
client delivery
Required skills
Captive insurance operations, financial reporting, regulatory compliance, team leadership, strategic planning, budgeting, risk management, stakeholder management, board presentation
Preferred skills
CPA, CPCU, ACIA, ARM, ACI designations, recruiting, hiring, onboarding, training, career development
Technologies
Microsoft Excel, Word, PowerPoint, Outlook
Responsibilities
Lead and manage a team of account managers in talent functions; Serve as executive relationship manager and trusted advisor for assigned captive clients; Lead client, board, and stakeholder meetings; Oversee complex client engagements and resolve escalated issues; Drive operational excellence through process improvements; Provide executive oversight of financial reporting and regulatory filings; Collaborate with auditors, actuaries, legal counsel, and regulators; Support business growth through retention and expansion efforts.
Seniority
Senior, hands-on IC with team leadership