Account Manager - Private Client Services

Hylant; Lake Michigan Beach (MI); Hybrid; USD 75.000 - 110.000; Vollzeit

Zusammenfassung

Hylant is seeking a Captive Account Manager to support a portfolio of captive clients within the Global Captive Solutions Team. The role emphasizes communication, analytics, and teamwork, with experience in captive industry or CPA firms a plus.

The position offers Hybrid flexibility from any Hylant office location or full remote work, enabling collaboration and high client service standards across the United States.

Qualifikationen

• Bachelor’s degree in Business, Risk Management or Accounting.
• Excellent communication skills.
• Team player with initiative.
• Strong analytical abilities.
• Internship in captive industry or CPA firm is a plus.

Aufgaben

• 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 compliance.
• Strong time management for a portfolio of captive clients with deadlines.
• Collaborate with other captive professionals and aid team.
• RFP and Client Prospect presentations team support.
• Collaboration and Communication.
• Internal Training and Communications.

Kenntnisse

Communication skills

Team player

Analytical abilities

Problem solving

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Ausbildung

Bachelor's degree in Business, Risk Management or Accounting

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Jobbeschreibung

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.