Account Manager - Group Captive Insurance Management

WTW•Dallas, TX

4d•$60,000 - $100,000•Hybrid

About The Position

The Captive Account Manager supports the Captives & Insurance Management Solutions Practice in managing group captive insurance programs. The role helps deliver accurate, timely financial, insurance, and accounting information so captive boards can make informed decisions, and liaises with parent companies, insurance regulators, directors, and service providers. This client-facing role directly supports commercial Property and Casualty Insurance client relationship management and coordinates service activity at the program level. As a key member of the client service team, the Account Manager facilitates program-level strategy and provides consultation to clients. The position includes responsibility for financial reporting support, existing-portfolio revenue and organic growth opportunities, pre-renewal strategy, underwriting coordination, client administration, and collaboration with internal teams and external clients, broker partners, and service providers.

Requirements

Bachelor’s degree in Accounting, Finance, Risk Management, Insurance, Business Administration, or a related field, or equivalent relevant experience.
Strong proficiency in Microsoft Excel and other Microsoft 365 applications, with demonstrated analytical and financial aptitude.
Ability to analyze financial and insurance information, identify discrepancies, and clearly communicate findings to clients and internal stakeholders.
Strong project management, organizational, prioritization, and attention-to-detail skills, including the ability to manage multiple client programs and deadlines.
Excellent client service, relationship management, and verbal and written communication skills.
Ability to work independently, exercise sound judgment, and collaborate effectively with brokers, carriers, clients, and internal teams.
Proficiency in using approved AI-enabled and digital tools to improve productivity, workflow efficiency, knowledge sharing, and client outcomes.
Sound judgment in evaluating AI-generated outputs for accuracy, relevance, compliance, and business impact.
Understanding of Responsible AI principles, including data privacy, information security, transparency, risk management, and ethical AI use.
Commitment to continuous learning, emerging technologies, and AI adoption initiatives.

Nice To Haves

5–8 years of relevant experience in commercial Property & Casualty insurance, captive insurance, insurance brokerage, underwriting, risk management, accounting, or financial services.
Desire to learn about insurance transactions or prior experience with them.
Working knowledge of commercial insurance transactions, including premiums, losses, exposures, renewals, policy issuance, endorsements, audits, and invoicing.
Experience preparing financial reports, underwriting materials, client presentations, or board materials.
Professional insurance, risk management, or accounting credentials such as CPCU, ARM, ACI, or CPA; credentials are not required.

Responsibilities

Act as an individual-contributor referral point on technical issues involving member escrow accounts, loss billing, captive financial statements, and member equity statements.
Support revenue from the existing portfolio and organic growth opportunities.
Prepare and facilitate internal pre-renewal strategy meetings, including oversight and review of the program, expiring exposures, client service agreements, required services, and client service plans.
Partner with the Producer or Account Executive to facilitate external strategy meetings; document meetings and finalize outcomes and next steps.
Work with broker partners and insureds to gather information for renewals, mid-term endorsement requests, and other account-handling tasks and projects.
Guide the review of client exposure updates and identify recommendations for upcoming program coverages.
Monitor exposures and risk-transfer pricing within an assigned client portfolio.
Produce underwriting materials and exhibits for annual board meetings when needed.
Ensure bind orders are processed and confirm coverage and binders are delivered to broking partners.
Coordinate premium invoicing, collection, and ceding.
Monitor policy issuance and endorsement processing, acting as liaison between brokers and carriers.
Review audits for accuracy and monitor exposure approval and recording.
Coordinate client meeting materials and respond to client inquiries, coordinating high-quality service.
Work with internal teams to maintain consistency across processes and coordinate with other departments as needed.
Interact with clients, broker partners, and other service providers.

Benefits

Medical insurance, including prescription coverage
Dental insurance
Vision insurance
Health Savings Account
Commuter Account
Health Care and Dependent Care Flexible Spending Accounts
Group Accident and Group Critical Illness coverage
Life insurance and AD&D
Group Legal
Identity Theft Protection
Wellbeing Program and Work/Life Resources, including Employee Assistance Program
Paid holidays
Annual paid time off, including state/local paid leave where required
Short-term disability
Long-term disability
Other leaves, including bereavement, FMLA, ADA, jury duty, military leave, and parental and adoption leave
Qualified contributory pension plan, if eligible
401(k) plan with annual nonelective company contribution
Non-qualified retirement plans for eligible senior-level colleagues
Annual short-term incentive bonus