Captive Insurance Client Success Lead

Hylant; Montana; Hybrid; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Hylant seeks an experienced Captive Account Manager to support a portfolio of captive clients and collaborate with the Global Captive Solutions Team. A bachelor’s degree in Business, Risk Management or Accounting is preferred, along with strong communication and analytical skills.

Prior captive industry exposure or CPA firm internship is a plus. This role offers hybrid work from any Hylant office location or 100% remote, with responsibilities including billing, premium tracking, and ensuring

Qualifikationen

• Bachelor's degree in Business, Risk Management or Accounting.
• Strong communication and teamwork capabilities.
• Analytical mindset with initiative and problem-solving skills.
• Experience or internship in captive industry or CPA firm is a plus.
• Proficient in MS Office (Word, Excel, PowerPoint, Outlook).
• Ability to organize, prioritize and manage deadlines.

Aufgaben

• Timely and accurate billing for management and consulting.
• Timely and accurate premium tracking for clients.
• Effective communication with clients and service providers to ensure regulatory compliance.
• Strong time management to manage a portfolio of captive clients with competing deadlines.
• Collaborate with other captive professionals and team members.
• Support RFP and client prospect presentations.
• Facilitate collaboration and communication across teams.
• Support internal training and communications.

Kenntnisse

Communication

Organization

Team player

Problem solving

Willingness to learn

Attention to detail

Ausbildung

Bachelor's degree in Business/Risk/Accounting

Tools

Word

Excel

PowerPoint

Outlook

Jobbeschreibung

Hylant seeks an experienced Captive Account Manager to support a portfolio of captive clients and collaborate with the Global Captive Solutions Team. A bachelor’s degree in Business, Risk Management or Accounting is preferred, along with strong communication and analytical skills.

Prior captive industry exposure or CPA firm internship is a plus. This role offers hybrid work from any Hylant office location or 100% remote, with responsibilities including billing, premium tracking, and ensuring