Captive Account Manager

This is a fully remote position, open to applicants in Alabama, +41 more states.

📋 Description

• Assist in managing a portfolio of captive clients

• Collaborate closely with members of the Global Captive Solutions Team

• Ensure timely and precise billing for management and consulting services

• Accurately and promptly track client premiums

• Engage with clients and service providers to ensure compliance of captive insurance entities with regulatory standards

• Handle multiple deadlines within a portfolio of captive clients

• Support fellow captive professionals

• Contribute to RFPs and client prospect presentations

• Participate in teamwork, communication, internal training, and correspondence

⛳️ Requirements

• Bachelor’s degree in Business, Risk Management, or Accounting

• Exceptional communication skills, including listening, speaking, and writing

• Strong analytical skills

• Capability to organize, plan, and prioritize tasks effectively

• Proficient in Word, Excel, PowerPoint, and Outlook

• Ability to manage a portfolio of captive clients with competing deadlines

• Proven ability to work collaboratively with others and assist fellow captive professionals

• Team-oriented mindset

• Receptive to constructive feedback and new ideas

• Willingness to share insights and observations

• Proactive problem-solving approach

• Eager to investigate and expand knowledge of the property/casualty industry

• Commitment to adhering to best practices

• Previous internship experience in the captive industry or with a CPA firm is advantageous

🏝️ Benefits

• Options for hybrid or fully remote work

• Family-owned, people-first workplace culture

• Purpose-driven career support

• Collaborative team-oriented work environment

• Opportunity to make a meaningful impact through client and community relationships