Account Manager - Private Client Services

Hylant; Elm (PA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

The Captive Account Manager role at Hylant supports managing a portfolio of captive clients within the Global Captive Solutions Team. The ideal candidate has a bachelor’s degree in Business, Risk Management or Accounting and strong communication, teamwork, and analytical abilities. Internship in captive insurance or a CPA firm is a plus.

Hybrid or 100% remote options are available. Key duties include billing and premium tracking, informing clients to ensure regulatory compliance, and

Qualifications

• Bachelor's degree in Business, Risk Management or Accounting.
• Excellent communication skills.
• Team player with initiative and strong analytical abilities.

Responsibilities

• Timely and accurate billing for management and consulting.
• Timely and accurate premium tracking for clients.
• Communicate with clients and service providers to ensure regulatory compliance.
• Manage a portfolio of captive clients with competing deadlines.
• Support RFPs and client presentations.
• Collaborate and communicate with the team.
• Internal training and communications.

Skills

Communication

Teamwork

Time management

Analytical thinking

Problem solving

Active listening

Open to feedback

Education

Bachelor's degree in Business, Risk Management or Accounting

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Job description

The Opportunity: The Captive Account Manager will support management of a portfolio of captive clients and work in unison with other members of the Global Captive Solutions Team. The ideal candidate would have a bachelor’s degree in Business, Risk Management or Accounting, excellent communication skills, be a team player, or demonstrate initiative with strong analytical abilities. Previous experience in an internship within the captive industry or a CPA firm is a plus.

This position can be hybrid from any of the Hylant office locations or 100% remote.

In This Role You Will Execute On:

• Timely and accurate billing for management and consulting
• Timely and accurate premium tracking for clients
• Effective communication with clients and other service providers to ensure the captive insurance entity remains compliant with regulatory requirements
• Strong time management skills demonstrated by an ability to manage a portfolio of captive clients with competing deadlines
• Ability to work well with others and aid other captive professionals
• RFP and Client Prospect presentations team support
• Collaboration and Communication
• Internal Training and Communications

In This Role You Will Need:

• Good communication skills, including listening, speaking and writing
• Represent Hylant core values and follow protocols
• Ability to organize, plan, and prioritize with effective results
• Proficient in Word, Excel, PowerPoint and Outlook
• Team player
• Open to constructive criticism and ideas
• Be willing to share observations and insights that could positively enhance clients and team member experience
• Be an active problem solver, asking questions that lead to resolution
• Possess a willingness to investigate and learn more about the property/casualty industry
• Adherence to Best Practices

Why Hylant?

Since 1935, Hylant has been a family‑owned insurance brokerage built on relationships, trust, and a people‑first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected.

Anything But Typical. Everything for You. isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you’re more than an employee, you’re part of a team that treats one another like family and works together to make a meaningful impact.