Captive Implementation Manager

Brown & Brown; United States; On-site; USD 70,000 - 82,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health

Paid Time Off

Job summary

Brown & Brown is seeking a Captive Implementation Manager to lead new captive business implementations and select renewal activities, coordinating with clients, brokers, and regulators.

The CIM will manage end-to-end onboarding, from engagement through regulatory approval, ensuring timely submissions to insurance departments while maintaining clear communication and documentation across internal teams.

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.
• Accomplished in Microsoft Word, Excel, Adobe PDF, and project tracking tools.

Responsibilities

• 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.

Skills

5+ years in the insurance industry

Captive insurance experience

Strong organizational skills

Interpersonal skills

Deadline-driven

MS Word

MS Excel

Adobe PDF

Project tracking tools

Tools

Microsoft Word

Excel

Adobe PDF

Project tracking tools

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Captive Implementation Manager (CIM) is responsible for assigned new business implementations and managing select renewal activities that require review and approval from the Department of Insurance. The CIM serves as the project manager of these new implementations and certain renewal functions. The CIM will work independently and oversee key functions within the Captive Implementation Department pertaining to their assigned new implementation cases and select renewals. This position requires critical thinking, effective communication, and organization.

The CIM must be creative and enjoy working within an entrepreneurial environment that is mission-driven, results-driven and community=oriented. The ideal individual will be organized and able to maintain a realistic balance among multiple priorities, can exercise good judgment in a variety of situations and demonstrate strong written and verbal communication skills. The CIM is responsible for executing activities tied to new business implementation and designated regulatory renewals and must demonstrate the ability to operate efficiently in high‑pressure, fast‑paced conditions.

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.