Captive Consultant

Marsh McLennan•Philadelphia, PA

9d•Hybrid

About The Position

Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team. The Captive Insurance Consultant is focused on expanding our captive pipeline, working closely with Producers to identify and bring in new captive clients, as well as targeting cross-sell opportunities within our existing client relationships to support the strategic growth of our captive book of business. The ideal candidate will leverage their business development acumen, industry expertise, and exceptional communication skills to help position our team as a trusted partner in the captive insurance space.

Requirements

Three (3) or more years of experience in captive insurance.
Sales, business development, or client-service experience in the insurance industry required.
Strong presentation, communication, and interpersonal skills.
Demonstrated ability to identify opportunities, build relationships, and close new business.
Strategic thinker with a proactive approach to market engagement.
Professional demeanor.
Proficient in Graham standard computer applications.
Regular and predictable attendance in accordance with the company's policies.
Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol.

Nice To Haves

Experience with single parent or cell captives strong preferred.

Responsibilities

Serve as a key resource for Producers to identify prospective captive clients within the sales pipeline, focused on qualifying accounts to ensure they meet Graham Company's underwriting and revenue criteria, and supporting efficient pipeline development to contribute to the growth of the Captive Practice.
Actively participate in meetings with Producers and prospective captive clients to assess captive suitability throughout the sales lifecycle.
Deliver engaging, tailored presentations to prospective and existing clients, clearly articulating complex captive concepts and value propositions to facilitate understanding and informed decision-making.
Proactively identify and pursue new captive business opportunities within our existing book of business to support cross-sell initiatives.
Assist in developing compelling proposals, reports, and strategic recommendations that align with prospective captive client needs and business objectives.
Identify new, strategic marketing opportunities and act as a liaison between Graham Company’s Marketing and Production teams to develop targeted campaigns.
Support new client onboarding, project execution, and ongoing relationship management by collaborating with service teams to ensure a seamless client experience.
Build and nurture strong, long-term client relationships to foster loyalty, generate referrals, and support overall business growth.
Establish rapport with potential clients and effectively communicate Graham Company’s captive value proposition.
Leverage prior captive insurance experience and stay informed on industry trends, regulatory developments, and best practices to provide industry insights, market intelligence, and strategic advice that enhance our positioning as a trusted advisor.