Captive Advisor

HUB International • Pittsburgh, PA

3d • Onsite

About The Position

The Captive Advisor supports the Senior Client Executives and Business Development team in delivering superior service to a portfolio of captive prospects and clients. Working under the direction of a Senior Client Executive, the Captive Advisor owns the day-to-day execution of account management tasks, prepares client deliverables, and coordinates with service providers and the captive management team. The role works closely with Senior Client Executives, Financial Analysts, Sales Executives, and company leadership, and offers strong growth potential within the captive practice.

Requirements

• Bachelor's degree, preferably in Business, Finance, Accounting, Risk Management, or Marketing
• 2+ years of experience in Property & Casualty insurance or a related field
• Property & Casualty Producer's License, or willingness to obtain one
• Proficiency in MS Office (Word, Outlook, Excel, and PowerPoint) and Adobe
• Ability to learn new systems as introduced, including AI tools such as Claude
• Superior communication and presentation skills
• Ability to multi-task and interact in a professional manner with clients and colleagues
• Strong written and verbal communication skills
• Good problem-solving skills and the ability to make decisions needed to move work forward
• Self-motivation with the ability to work independently under minimal daily direction
• Conscientiousness, reliability, and attention to detail
• Excellent time-management skills
• Sound listening and concentration skills
• Commitment to ongoing professional development

Nice To Haves

• Exposure to captive insurance or alternative risk transfer
• ACI, ARM, or CPCU designation, or progress toward one

Responsibilities

• Own the client and broker relationship for an assigned portfolio of captive clients — serving as the first point of contact, proactively retaining business, and ensuring optimal service, communication, and timely deliverables
• Own the day-to-day execution of account management tasks, maintaining client service calendars and coordinating with Financial Analysts on financial statement review timelines to ensure accuracy and avoid missed deadlines
• Develop and manage project data-request lists, following up on outstanding information and reports and rigorously reviewing all information received for completeness, accuracy, and compliance
• Navigate and customize services based on each client's needs and expectations
• Partner with Senior Client Executives on communications and relationships with client service providers, predominantly actuaries, auditors, and TPAs, to build knowledge, rapport, and business opportunities
• Identify when and how to negotiate policy terms and conditions where opportunities are available, addressing them with the Senior Client Executives and clients
• Exercise discretion on claim or premium projections and retention levels to help guide clients on optimal utilization of their captive
• Prepare client proposals and annual meeting documents, assist Captive Department Producers with new business proposals, review policies and reinsurance contracts, and provide data and needs-based support to clients throughout the policy year
• Manage correspondence with brokers to compile underwriting submissions to assist the Senior Client Executives
• Create and present actuarial premium analyses to advise on additional coverages the captive could write, at client meetings and with travel as needed (approximately 10%)
• Create and maintain client compliance documents and maintain client files
• Participate in department meetings as needed.

Benefits

• Medical/dental/vision/life insurance
• 401(k) matching program
• Health Savings Account funding
• Voluntary insurance options
• Generous time-off policies (3 weeks of vacation plus Personal/Sick/Floating Holidays)
• Access to best-in-class technology and tools, including AI systems

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level