Account Manager - Group Captive Insurance Management

WTW•Dallas, IL

3d•Hybrid

About The Position

The Account Manager supports the Captives & Insurance Management Solutions Practice in managing group captive insurance programs. The role helps produce accurate, timely financial, insurance, and accounting information so captive boards can make informed decisions, while liaising with parent companies, regulators, directors, and service providers. This is a client-facing position supporting commercial Property and Casualty insurance relationship management and coordinating 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.

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 communicate findings clearly to clients and internal stakeholders.
Strong project management, organizational, prioritization, and attention-to-detail skills, with the ability to manage multiple client programs and deadlines.
Excellent client service, relationship management, verbal communication, and written communication skills.
Ability to work independently, exercise sound judgment, and collaborate effectively with brokers, carriers, clients, and internal teams.
Demonstrated 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

Five to eight years of relevant experience in commercial Property and Casualty insurance, captive insurance, insurance brokerage, underwriting, risk management, accounting, or financial services.
Desire to learn about or prior experience with insurance transactions.
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.

Responsibilities

Serve as a key liaison for client financial reporting and as a referral point on technical issues involving member escrow accounts, loss billing, captive financial statements, and member equity statements.
Support revenue retention for the existing portfolio and identify organic growth opportunities.
Prepare and facilitate internal pre-renewal strategy meetings, including review of program delivery, current programs, expiring exposures, client service agreements, required services, and client service plans.
Partner with Producers and Account Executives to facilitate external strategy meetings, document discussions, 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 reviews of client exposure updates and identify recommendations for upcoming program coverages.
Monitor exposures and risk-transfer pricing within the assigned client portfolio.
Prepare underwriting materials and exhibits for annual board meetings when needed.
Process bind orders and confirm coverage and binders are delivered to broking partners.
Coordinate invoicing, premium collection, and premium ceding.
Monitor policy issuance and endorsement processing, liaising between brokers and carriers.
Review audits for accuracy and monitor exposure approval and recording.
Coordinate client meeting materials, respond to client inquiries, and coordinate service delivery.
Work with internal teams to maintain consistent processes and coordinate with other departments as needed.
Interact with clients, broker partners, and other service providers.

Benefits

Annual short-term incentive bonus eligibility.
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 coverage.
Group Legal coverage.
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 and 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.