Senior Client Executive
Core
Senior strategic advisor and relationship owner for a portfolio of captive clients, responsible for retention, service delivery, and guiding executive leadership on captive strategy, capital, and program utilization.
Role type
Senior Client Executive (Captive Insurance)
Builds
Captive insurance programs, strategic financial and operational materials, stewardship reports, and board meeting documents.
Domain
Insurance (Captive/Alternative Risk Transfer)
Deliverable
client delivery
Required skills
Captive insurance expertise, risk retention strategy, capital optimization, financial analysis, team leadership, contract review, carrier/reinsurer placement, client relationship management, presentation skills, MS Office proficiency.
Preferred skills
ARM, ACI, or CPCU designation, AI tool proficiency (e.g., Claude), international travel readiness.
Technologies
MS Office (Word, Outlook, Excel, PowerPoint), AI tools (Claude), actuarial systems.
Responsibilities
Serve as primary strategic advisor to client CFOs and Treasurers; lead client board and annual meetings; provide guidance on capital optimization and risk retention; lead and coordinate all phases of captive engagements; direct the work of Captive Advisors and Analysts; review policies and reinsurance contracts; discuss and present renewals; 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