Senior Captive Account Manager - Remote
About the Role
We are seeking a Senior Captive Account Manager - Remote to join our dynamic team. In this role, you will be responsible for managing client relationships and ensuring the successful delivery of our captive insurance solutions. As a Senior Captive Account Manager, you will play a crucial role in our commitment to providing exceptional service to our clients.
What You'll Do
- Manage a portfolio of captive insurance clients, ensuring their needs are met and expectations exceeded.
- Develop and maintain strong relationships with clients, acting as their primary point of contact.
- Coordinate with internal teams to deliver tailored solutions that align with client objectives.
- Analyze client data and provide insights to enhance their captive insurance strategies.
- Conduct regular check-ins and reviews with clients to assess satisfaction and identify areas for improvement.
- Support the sales team in identifying new business opportunities within existing accounts.
- Stay updated on industry trends and regulatory changes affecting captive insurance.
- Prepare and present reports to clients, showcasing performance metrics and recommendations.
Requirements
- 5+ years of experience in account management or client servicing, preferably in the insurance industry.
- Strong analytical skills and proficiency in Excel for data analysis.
- Excellent communication skills, both verbal and written.
- Ability to manage multiple accounts and prioritize tasks effectively.
- Detail-oriented with a strong focus on client satisfaction.
- Experience in captive insurance or related fields is a plus.
- Proven ability to work collaboratively within a team environment.
- Familiarity with CRM software and digital marketing strategies.
Nice to Have
- Experience with AI tools in customer service.
- Knowledge of regulatory reporting requirements.
- Background in public entities or employee benefits.
What We Offer
- Competitive salary ranging from $90,000 to $120,000 annually.
- Part of a multi-year Best Places to Work in Insurance recipient.
- Family-oriented company culture with a commitment to work-life balance.
- Opportunities for career advancement and professional development.
- Collaborative working environment that values teamwork.
- Commitment to equal opportunity employment.
- Remote work flexibility with a supportive team.
This Senior Captive Account Manager role offers a competitive salary and a supportive work environment. Join a recognized leader in the insurance industry and grow your career remotely.
Who Will Succeed Here
Proficient in using CRM tools such as Salesforce or HubSpot to track client interactions and manage relationships effectively, ensuring timely follow-ups and personalized communication.
Demonstrates strong analytical skills with advanced knowledge of Excel, capable of creating detailed reports and leveraging data to support client decision-making in captive insurance solutions.
Possesses a deep understanding of insurance principles and captive insurance structures, combined with an ability to communicate complex concepts clearly to clients, fostering trust and long-term partnerships.
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