Captive Account Executive

Hylant; Clifton (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Hylant is seeking an Account Executive to lead the captive account management team, guiding client relationships and talent development. You will coach senior professionals, drive performance, and ensure operational excellence in all engagements.

In this role you will serve as a strategic advisor to captive clients, chair board and stakeholder meetings, and oversee financial reporting, risk management, and regulatory compliance. Travel as required and report to the Account Management leadership.

Qualifications

• Bachelor's degree in accounting, finance, business administration, or related field.
• Seven or more years of captive insurance, auditing, risk management, or captive management experience.
• CPA, CPCU, ACIA, ARM, ACI, or other relevant professional designations preferred.
• Demonstrated leadership and people management experience.
• Strong understanding of captive insurance operations, financial reporting, and regulatory compliance.
• Proven ability to manage complex client relationships and multiple priorities.
• Experience presenting to boards of directors and executive leadership teams.
• Experience with strategic planning, budgeting, and resource management.
• Willingness to travel for meetings and conferences.
• Must be legally authorized to work in the United States.

Responsibilities

• Lead, engage, and manage a team of account managers across talent functions.
• Act as executive relationship manager for captive clients and advise on governance and finances.
• Lead client, board, and stakeholder meetings presenting financial results.
• Oversee complex client engagements and resolve escalated issues.
• Drive process improvements and ensure service and compliance deadlines.
• Provide executive oversight of financial reporting, regulatory filings, and risk management.
• Collaborate with auditors, actuaries, legal counsel, regulators, and service providers.
• Support business growth through client retention, proposals, and thought leadership.
• Perform other duties and special projects as requested.

Skills

Bachelor's degree

7+ years captive insurance or related

CPA CPCU ACIA ARM or similar

Leadership and people management

Regulatory compliance knowledge

Board/exec presentation experience

Strategic planning and budgeting

Travel willingness

MS Office proficiency (Excel/Word/PP/9

Education

Bachelor's degree in accounting/finance/business administration

Tools

Microsoft Excel

Word

PowerPoint

Outlook

Job description

The Opportunity

The Account Executive is a senior leader within the captive account management team responsible for overseeing client relationships, developing talent, managing team performance, and driving operational excellence. This role serves as a strategic advisor to captive insurance clients while providing leadership, coaching, and accountability for a team of captive professionals.

In This Role You Will Execute On

• Lead, engage, and manage a team of account managers in all talent functions including recruiting, hiring, onboarding, training, career development, and performance management ensuring teams have the support and resources needed to meet or exceed business objectives.
• Serve as the executive relationship manager and trusted advisor for assigned captive clients, providing strategic guidance on operations, governance, financial performance, insurance, and long-term objectives.
• Lead client, board, and stakeholder meetings, presenting financial and operational results while driving informed decision‑making.
• Oversee complex client engagements, proactively resolving escalated issues and identifying opportunities to enhance client value and service delivery.
• Drive operational excellence through process improvements, best practices, quality standards, and consistent achievement of service and compliance deadlines.
• Provide executive oversight of financial reporting, regulatory filings, risk management activities, and domicile compliance requirements.
• Collaborate with auditors, actuaries, legal counsel, regulators, and other service providers to support client and regulatory objectives.
• Support business growth through client retention and expansion efforts, proposal development, prospect engagement, industry participation, and thought leadership initiatives.
• Perform other duties and special projects as requested.

In This Role You Will Need

• Bachelor's degree in accounting, finance, business administration, or related field.
• Seven or more years of captive insurance, auditing, risk management, or captive management experience.
• CPA, CPCU, ACIA, ARM, ACI, or other relevant professional designations, preferred.
• Demonstrated leadership and people management experience.
• Strong understanding of captive insurance operations, financial reporting, and regulatory compliance.
• Proven ability to manage complex client relationships and multiple priorities.
• Advanced proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Experience presenting to boards of directors and executive leadership teams.
• Experience with strategic planning, budgeting, and resource management.
• Ability and willingness to travel for meetings, conferences, or other business-related functions.
• Must be legally authorized to work in the United States.

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.