Captive Marketing Underwriter

Employee Benefits Captive•Chicago, IL

9d•$90,000 - $130,000•Hybrid

About The Position

The Captive Marketing Underwriter is responsible for promoting and supporting captive insurance programs through broker training, client presentations, and early‑stage underwriting engagement. This role blends technical underwriting knowledge with strong communication and relationship‑building skills. It ensures brokers and prospective clients clearly understand the captive structure, benefits, and requirements while managing the front end of the submission and eligibility process.

Requirements

3–5 years of experience in underwriting, captive insurance, or commercial insurance marketing
Strong presentation and communication skills
Ability to translate technical concepts into clear, compelling messaging
Experience working with brokers or distribution partners
Detail‑oriented with strong organizational skills
Proficiency in managing multiple submissions and timelines
Understanding of captive structures, rating methodologies, and risk evaluation
Ability to influence, educate, and engage external partners
Ability to assess pre‑eligibility and identify key risk indicators
Skilled in delivering presentations and simplifying complex topics
Strong interpersonal skills for broker and client engagement

Responsibilities

Educate brokers on captive program structures, underwriting guidelines, eligibility criteria, and value propositions. Develop training materials and conduct regular sessions to strengthen broker competency and engagement.
Present captive solutions to brokers and prospective clients, articulating program advantages, financial mechanics, and performance expectations. Support marketing initiatives, webinars, and industry events.
Serve as the first point of contact for new submissions. Review incoming applications, ensure completeness, and coordinate required documentation with brokers and applicants.
Conduct preliminary assessments of prospective participants based on underwriting criteria, operational performance, and captive fit. Provide early feedback to brokers and internal underwriting teams.
Build strong partnerships with brokers to drive captive growth. Maintain ongoing communication, address questions, and support them through the submission & onboarding process.
Work closely with Program admin / program management team to ensure smooth transition from marketing to full underwriting review.
Monitor industry trends, competitor captive programs, and broker feedback to refine messaging and identify growth opportunities.