About The Position

The Commercial Insurance Account Manager – Captive Programs is an experienced insurance professional responsible for servicing and supporting clients participating in group or single-parent captive insurance programs. This role serves as the primary, and/or manager of a team that serves as the primary, day-to-day contact for captive members, coordinating with carriers, TPAs, captive managers, underwriters, and internal stakeholders to ensure accurate, timely, and compliant service delivery. In addition to client and program management responsibilities, this role provides leadership and oversight of the Captive Administration Team, ensuring accurate, timely, and consistent execution of all administrative and servicing functions. The ideal candidate has a strong commercial P&C background, understands policy mechanics, and is comfortable operating in a consultative, relationship-driven environment. Prior experience with captive insurance, self-funded, or alternative risk arrangements is preferred but not required.

Requirements

  • 5+ years of commercial insurance account management experience
  • Active Property & Casualty insurance license
  • Strong understanding of commercial P&C coverages including Workers’ Compensation and casualty lines (Auto, General Liability etc.).
  • Proficiency with agency management systems and Microsoft Office
  • Excellent organizational, communication, and client service skills

Nice To Haves

  • Prior experience with captive insurance, self-funded, or alternative risk arrangements is preferred but not required.
  • Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Responsibilities

  • Serve, along with the Admin Team, as the primary day-to-day contact for assigned captive program members
  • Manage ongoing client service needs including policy questions, endorsements, certificates, audits, and exposure updates
  • Educate clients on captive program structure, participation requirements, and ongoing obligations
  • Coordinate annual renewal processes including data collection and submission support
  • Work with carriers, captive managers, and underwriters to ensure accurate renewal terms
  • Review quotes and policy documents for accuracy and alignment with program structure
  • Assist in preparing renewal summaries, proposals, and client-facing deliverables
  • Act as a liaison between clients, carriers, TPAs, captive managers, and internal teams
  • Support onboarding of new captive members including data gathering and coverage setup
  • Track and resolve service issues in a timely and professional manner
  • Provide day-to-day leadership, oversight, and mentorship to the Captive Administration Team.
  • Manage workload distribution, prioritize tasks, and establish service standards.
  • Serve as the primary escalation point for complex captive administration matters.
  • Develop and continuously improve workflows, procedures, and controls.
  • Support onboarding, training, and professional development of team members.
  • Maintain accurate and complete records within agency management systems and internal tools
  • Ensure files are properly documented to minimize E&O exposure
  • Support regulatory and program compliance requirements

Benefits

  • Competitive Salary (commensurate with experience)
  • Competitive benefits package including medical, dental, vision insurance, paid time off, holidays, 401(k) with company match, disability and life insurance, and professional development opportunitie
  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
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