Captive Account Executive

Hylant•Tennessee Ridge, TN

3d•Hybrid

About The Position

The Captive Account Executive serves as the primary relationship manager for a portfolio of captive insurance company clients. This role is responsible for overseeing the day‑to‑day management, governance, financial coordination, and regulatory compliance of assigned captives while acting as a trusted advisor to boards, owners, and key stakeholders. The Account Executive partners closely with internal service teams and external providers to ensure each captive operates effectively, compliantly, and in alignment with client strategy.

Requirements

Bachelor’s degree in Risk Management, Insurance, Finance, Accounting, Business, or a related field
6+ years of experience in captive insurance management, commercial insurance, risk management, or a related discipline
Strong understanding of captive insurance structures, governance, and operations, prior experience working with Risk Retention Groups preferable
Experience working directly with senior clients, boards, or executive stakeholders
Excellent written, verbal, and presentation skills
Professional designations such as ACI, CPCU, ARM, or progress toward certification
Experience working with domestic and/or international captive domiciles
Knowledge of reinsurance structures and fronting arrangements
Client‑focused, consultative mindset
Strong financial and analytical acumen
Highly organized with the ability to manage multiple clients and deadlines
Ability to translate technical insurance and financial concepts into clear, actionable insights
Proven problem‑solving and decision‑making skills
Collaborative and adaptable in a dynamic environment
Periodic travel for client meetings, board meetings, and domiciliary visits

Responsibilities

Serve as the primary point of contact for assigned captive clients, building strong, consultative relationships with owners, board members, and senior leadership
Coordinate and support captive board meetings, including agenda development, preparation of materials, minutes, and follow‑up on action items
Provide strategic guidance on captive performance, structure, and long‑term planning
Proactively identify client needs, emerging risks, and opportunities for program optimization
Oversee day‑to‑day captive operations, ensuring adherence to governance documents, business plans, and service agreements
Monitor underwriting results, loss experience, reserves, and program performance in partnership with actuaries and claims administrators
Coordinate with fronting carriers, reinsurers, brokers, and third‑party administrators (TPAs) as applicable
Support formation, restructuring, expansion, or run‑off of captive programs as needed
Review and coordinate preparation of financial statements, management reports, and regulatory filings
Serve as liaison with auditors, actuaries, tax providers, and regulators
Ensure compliance with domicile laws and regulations, including annual filings, premium taxes, and licensing requirements
Assist with capital planning, dividend strategies, and solvency monitoring
Partner with internal accounting, compliance, and advisory teams to deliver high‑quality captive management services
Contribute to continuous improvement of processes, reporting, and service delivery
Mentor junior captive professionals and support team development where applicable
Support new captive formations or expansions through technical expertise and client presentations
Participate in client meetings, industry events, and thought leadership initiatives
Identify opportunities to expand services with existing captive clients