Captive Consultant

Marsh McLennan Agency; Philadelphia (Philadelphia County); On-site; USD 106,700 - 175,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K savings

Employee assistance programs

Job summary

Graham Company, a division of Marsh McLennan Agency, is seeking a Captive Consultant to grow our captive book of business. You will identify prospective clients, qualify accounts, and collaborate with Producers to expand cross-sell opportunities.

The role requires 3+ years in captive insurance, strong presentation and relationship skills, and the ability to manage proposals and strategic recommendations. Competitive total rewards and flexible benefits are offered.

Qualifications

• Three or more years of experience in captive insurance required.
• Experience with single parent or cell captives strongly preferred.
• Sales, business development, or client-service experience in the insurance industry required.
• Demonstrated ability to identify opportunities, build relationships, and close new business.

Responsibilities

• Serve as a key resource for Producers to identify prospective captive clients within the sales pipeline, focused on qualifying accounts to ensure they meet Graham Company's underwriting and revenue criteria, and supporting efficient pipeline development to contribute to the growth of the Captive Practice.
• Actively participate in meetings with Producers and prospective captive clients to assess captive suitability throughout the sales lifecycle.
• Deliver engaging, tailored presentations to prospective and existing clients, clearly articulating complex captive concepts and value propositions to facilitate understanding and informed decision-making.
• Proactively identify and pursue new captive business opportunities within our existing book of business to support cross-sell initiatives.
• Assist in developing compelling proposals, reports, and strategic recommendations that align with prospective captive client needs and business objectives.
• Identify new, strategic marketing opportunities and act as a liaison between Graham Company’s Marketing and Production teams to develop targeted campaigns.
• Support new client onboarding, project execution, and ongoing relationship management by collaborating with service teams to ensure a seamless client experience.
• Build and nurture strong, long-term client relationships to foster loyalty, generate referrals, and support overall business growth.
• Establish rapport with potential clients and effectively communicate Graham Company’s captive value proposition.
• Leverage prior captive insurance experience and stay informed on industry trends, regulatory developments, and best practices to provide industry insights, market intelligence, and strategic advice that enhance our positioning as a trusted advisor.

Skills

Captive insurance

Business development

Sales

Presentation skills

Client relationship management

Graham standard computer applications

Tools

Graham standard computer applications

Job description

Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow.

We value empathy, discipline, integrity, courage, and tenacity, and we are seeking professionals who share these values to join our team.

JOB PURPOSE

The Captive Consultant is focused on expanding our captive pipeline, working closely with Producers to identify and bring in new captive clients, as well as targeting cross-sell opportunities within our existing client relationships to support the strategic growth of our captive book of business. The ideal candidate will leverage their business development acumen, industry expertise, and exceptional communication skills to help position our team as a trusted partner in the captive insurance space.

JOB FUNCTIONS & RESPONSIBILITIES

• Serve as a key resource for Producers to identify prospective captive clients within the sales pipeline, focused on qualifying accounts to ensure they meet Graham Company's underwriting and revenue criteria, and supporting efficient pipeline development to contribute to the growth of the Captive Practice.
• Actively participate in meetings with Producers and prospective captive clients to assess captive suitability throughout the sales lifecycle.
• Deliver engaging, tailored presentations to prospective and existing clients, clearly articulating complex captive concepts and value propositions to facilitate understanding and informed decision-making.
• Proactively identify and pursue new captive business opportunities within our existing book of business to support cross-sell initiatives.
• Assist in developing compelling proposals, reports, and strategic recommendations that align with prospective captive client needs and business objectives.
• Identify new, strategic marketing opportunities and act as a liaison between Graham Company’s Marketing and Production teams to develop targeted campaigns.
• Support new client onboarding, project execution, and ongoing relationship management by collaborating with service teams to ensure a seamless client experience.
• Build and nurture strong, long-term client relationships to foster loyalty, generate referrals, and support overall business growth.
• Establish rapport with potential clients and effectively communicate Graham Company’s captive value proposition.
• Leverage prior captive insurance experience and stay informed on industry trends, regulatory developments, and best practices to provide industry insights, market intelligence, and strategic advice that enhance our positioning as a trusted advisor.

JOB SPECIFICATIONS

• Three or more years of experience in captive insurance required.
• Experience with single parent or cell captives strongly preferred.
• Sales, business development, or client-service experience in the insurance industry required.
• Strong presentation, communication, and interpersonal skills.
• Demonstrated ability to identify opportunities, build relationships, and close new business.
• Strategic thinker with a proactive approach to market engagement.
• Professional demeanor.
• Proficient in Graham standard computer applications.
• Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company from time to time.
• Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol. This includes any drugs that might impact an employee’s ability to safely perform their job.

The applicable base salary range for this role is $106,700 to $175,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs, as well as employee assistance programs.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail]