Captive Account Executive

Hylant; New Mexico; On-site; USD 120,000 - 180,000; Full time

Job summary

Hylant in the United States seeks a senior Account Executive to lead the captive account management team, shaping client relationships and driving operational excellence.

You will mentor account managers, oversee governance and financial performance, and present outcomes to boards and executives. The role requires CPA/CPCU/ACIA/ARM/ACI or other relevant designations, preferred. Travel may be required, and this is a full-time opportunity emphasizing relationships and thoughtful solutions.

Qualifications

• Leadership experience managing large teams.
• Strong client relationship and advisory skills.
• Experience with captive insurance operations and governance.
• Proven ability to manage multiple priorities and meetings.

Responsibilities

• Lead a team of account managers in recruiting, onboarding, training, and performance management.
• Act as executive relationship manager for captive clients.
• Lead meetings with clients, boards, and stakeholders presenting results.
• Oversee complex engagements and resolve issues to improve value.
• Drive process improvements and ensure service and compliance deadlines.
• Provide oversight of financial reporting, regulatory filings, risk management, and domicile compliance.
• Collaborate with auditors, actuaries, legal, regulators and service providers.
• Support business growth through client retention, proposals, and industry participation.
• Perform other duties as requested.

Skills

Leadership

Account management

Strategic planning

Financial analysis

Education

Bachelor's degree in accounting, finance, business administration, or related field

Tools

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.