Captive Implementation Manager

001 Brown & Brown, Inc; United States; Remote; USD 70,000 - 82,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Employee Assistance Program

Job summary

Brown & Brown, Inc is seeking an experienced professional to manage captive insurance implementations and renewal tasks. You will lead end-to-end onboarding, engage with clients and brokers, and coordinate with external providers to keep the implementation critical path on track.

The role requires 5+ years in insurance for financial services, strong organizational and interpersonal skills, and proficiency with Word, Excel, Adobe PDF, and project tracking tools.

Qualifications

• 5+ years in the insurance for financial services industry.
• Captive insurance experience a plus
• Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent diligence
• Strong interpersonal skills and the ability to build and maintain relationships with clients, advisors, service providers and peers
• Works well under deadline driven situations and in high‑pressure environments.

Responsibilities

• Project manage new captive business implementations and renewal functions, maintaining communication to meet client and broker expectations
• Lead the implementation process for new captive insurance entities from engagement to regulatory approval and formal closing
• Understand regulatory requirements to ensure timely and accurate submissions to the Departments of Insurance
• Operate as the lead point of contact for client questions throughout onboarding
• Provide case-based communication to external service providers, cross-functional teams, and clients to drive case completion
• Prepare, circulate and follow up on captive-specific technical insurance documents
• Review documents to confirm accuracy and completion
• Communicate regulatory requirements to clients and brokers as needed
• Prepare and submit prospective client captive insurance licensing applications to Departments of Insurance
• Manage captive application process to satisfy all material requirements
• Notify or amend submissions for renewal clients and communicate requirements for regulatory submission
• Prepare and submit renewal notifications and amendments to Departments of Insurance as needed
• Maintain case tracking databases and client files
• Complete various projects as assigned

Skills

Organizational skills

Interpersonal skills

Multitasking

Deadline driven

Tools

Microsoft Word

Excel

Adobe PDF

Project tracking tools

Job description

Your Impact:

• Project manage new captive business implementations and certain renewal functions, maintaining communication throughout the course of the process to meet client and broker expectations
• Lead the implementation process for new captive insurance entities from up front engagement to regulatory approval and formal closing
• Understand the regulatory requirements to ensure timely and accurate submissions to the Departments of Insurance
• Operate as the lead point of contact for client questions and matters throughout the onboarding process
• Provide case-based communication to external service providers, cross-functional team members, and clients to ensure day-to-day tasks necessary to drive case completion are managed as part of the implementation critical path.
• Prepare, circulate and follow up on captive-specific technical insurance documents
• Review documents in detail to confirm accuracy and completion
• Communicate and clarify technical regulatory requirements to clients and brokers, when needed.
• Prepare and submit prospective client captive insurance licensing application packages to Departments of Insurance
• Manage captive application process to ensure all material requirements are satisfied
• Understand when a notification or amendment is required for submission to the Department of Insurance for renewal clients and be able to communicate requirements to prepare for regulatory submission
• Prepare and submit renewal notifications and amendments to the Departments of Insurance, when necessary
• Maintain case tracking databases and client files
• Complete various projects assigned

Successful Candidates Will Have:

• 5+ years in the insurance for financial services industry
• Captive insurance experience a plus
• Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent diligence
• Strong interpersonal skills and the ability to build and maintain relationships with clients, advisors, service providers and peers
• Works well under deadline driven situations and in high‑pressure environments.
• Accomplished in Microsoft Word, Excel, Adobe PDF, and project tracking tools

Pay Range $70,000 - $82,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well‑being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself As an Equal Opportunity Employer

We are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

One80 Intermediaries has joined Brown & Brown, and teams at both companies are growing. One80 Intermediaries offers exclusive programs and in‑house binding authority for property & casualty, financial lines, personal lines, life insurance, medical stop loss risks, travel/accident and health, executive benefits, affinity business and warranty coverage.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates‑not employees, and leaders‑not managers. Everything we do is about the greater “WE”-never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers.