Account Executive- Captive Insurance Programs

Alliant Insurance Services; Irvine (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

Alliant Insurance Services seeks a senior client service leader to manage captive insurance clients, oversee licensing, and direct a service team. You will build relationships with executives, regulators, and carriers, guiding renewals and new business with strategic insight.

The role requires deep knowledge of captive programs, robust communication, and a track record of leading diverse teams to deliver timely, compliant results within a dynamic insurance landscape.

Qualifications

• Bachelor's Degree or equivalent with 8+ years of related work experience.
• Experience with captive insurance programs or alternative risk arrangements.
• Experience with commercial insurance coverages (workers' comp, GL, auto, property, professional liability).
• Experience coordinating with captive managers, actuaries, auditors, carriers and reinsurers.
• Active Insurance License and CE requirements.

Responsibilities

• Serve as primary relationship manager for an assigned portfolio of captive insurance clients.
• Manage captive licensing process from start to finish.
• Lead mid market book of business through service team leadership.
• Build and maintain relationships with client executives, board members, regulators, and other providers.
• Lead captive renewals and new-business activities, including submissions and presentations.
• Prepare renewal analyses and present to clients.
• Lead client meetings and participate in board discussions.

Skills

Client relationship management

Leadership of service team

Communication skills

Financial statement analysis

Regulatory reporting

Interpersonal skills with executives

Insurance technical knowledge

Microsoft Office proficiency

Education

Bachelor's Degree

8+ years related experience

License: Insurance

Experience with captive programs

Tools

None

Job description

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Responsible for client service delivery, financial statement oversight, regulatory reporting, audit coordination, board meeting preparation, and account team leadership.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Serves as the primary relationship manager for an assigned portfolio of captive insurance clients.
• Manages the captive licensing process from start to finish.
• Manages mid market book of business through direction of employees on service team;
• Builds and maintains relationships with client executives, board members, regulators, auditors, actuaries, tax advisors, banking partners, and other service providers.
• Acts as direct point of contact for client from time of lead;
• Leads captive renewals and new-business activities, including submissions, actuarial information, placement, and presentations.
• Prepares and presents to client renewal analysis;
• Leads client meetings and participates in board meetings, strategic planning, and program discussions.
• Provides timely communication regarding client financial, regulatory, operational, and insurance matters.
• Provides analysis and recommendations concerning client's existing coverages;
• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
• Reviews financial statements, supporting schedules, reconciliations, journal entries, and other accounting deliverables.
• Coordinates domicile filings, annual reports, premium tax filings, and other regulatory requirements, as applicable.
• Supports regulatory inquiries, examinations, annual audits, information requests, and resolution of audit findings.
• Reviews captive performance, including loss experience, premiums, collateral, funding, participation, and profitability.
• Reviews client coverage contracts and amendments for accuracy;
• Manages and negotiates third party vendor relationships and contracts on behalf of the client;
• Manages dedicated service team;
• Works with captive managers, actuaries, claims administrators, auditors, reinsurers, carriers, brokers, and other partners to ensure timely completion of deliverables.
• Mentors and supports accounting and account-management staff, reviews work product, provides technical guidance, and promotes collaboration, accountability, and service excellence.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degree equivalent combination of education and experience - Required
• Eight (8) or more years related work experience
• Experience with captive insurance programs or alternative risk arrangements.
• Experience with commercial insurance coverages, including workers' compensation, general liability, automobile liability, property, professional liability, and other relevant lines.
• Experience coordinating with captive managers, actuaries, claims administrators, auditors, carriers, reinsurers, and other program partners.
• Experience with workers' compensation, including familiarity with claims, loss runs, reserving, underwriting, or program analysis.
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Superior verbal and written communication skills
• Superior problem solving and time management skills
• Ability to serve as a trusted resource to clients and colleagues while delivering outstanding service in a specialized insurance environment.
• Ability to lead and direct an assigned service team and to foster collaboration with cross functional team members
• Knowledge of broad business acumen to understand the Client's business vis a vis insurance issues
• High degree of technical insurance knowledge and ability to provide guidance to clients
• Highly detailed and organized as well as superior prioritization skills
• Strong technical accounting knowledge
• Exceptional client relationship skills
• Proficient in Microsoft Office Suite

#LI-RF1

#LI-REMOTE

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits