Senior Client Executive
Core
Primary strategic advisor and relationship owner for a portfolio of captive clients, responsible for retention and superior service delivery across complex single-parent and alternative risk programs.
Role type
Senior Client Executive (Captive Insurance)
Builds
Captive insurance programs, risk financing strategies, and client service relationships
Domain
Insurance / Captive Management / Alternative Risk Transfer
Deliverable
client delivery
Required skills
Captive insurance expertise, alternative risk transfer knowledge, client relationship management, strategic financial planning, team leadership, risk pricing, policy and reinsurance contract review, financial statement analysis, stakeholder communication
Preferred skills
ARM, ACI, or CPCU designation, Property & Casualty Producer's License, experience with AI tools
Technologies
MS Office (Word, Outlook, Excel, PowerPoint), AI tools (e.g., Claude)
Responsibilities
Serve as primary strategic advisor to client CFOs, Treasurers, and Risk Managers; lead client board of director and annual meetings; provide guidance on capital optimization and risk retention strategy; lead and coordinate all phases of captive engagements; direct the work of Captive Advisors and Analysts; create and review project data-request lists; present senior client deliverables including proposals and stewardship reports; conduct in-depth analysis of insurance programs to assess profitability and risk exposure; lead risk pricing and premium allocation; review policies and reinsurance contracts; discuss and present renewals and oversee placement of business with carriers and reinsurers; mentor Captive Advisors; attend client meetings and travel domestically and internationally
Seniority
Senior, hands-on IC with team leadership