Employee Benefits Captive Executive

HMA Group Holdings, LLC; Waukee (IA); Hybrid; USD 85,000 - 160,000; Full time

Benefits offered by this job

Paid parental leave

Education reimbursement

401(k) profit sharing

Generous paid time off

Volunteer time off

Job summary

Innovative Captive Strategies is seeking a Captive Executive in the United States to drive the development of captive insurance strategies while expanding our portfolio of clients. The role emphasizes education, consulting, and strong sales leadership within a dynamic team environment.

Key responsibilities include generating new leads, educating clients and agency partners on captive options, maintaining relationships, and leading group captive programs.

Qualifications

• College degree preferred.
• 2+ years of employee benefits sales experience.
• Hold an appropriate state-specific insurance agent’s license, or obtain within 90 days of hire.
• Proven sales process with goal attainment and strong communication skills.
• Willingness to travel up to 50% of the time.

Responsibilities

• Actively generate new sales leads through calls and meetings with agency partners to achieve or exceed sales goals.
• Provide captive education and consulting for existing and prospective captive clients and agency partners.
• Maintain relationships with clients and address evolving business needs, delivering documents as appropriate.
• Attend sales-related activities, promoting a positive attitude in support of agency changes and growth.
• Plan, attend, and participate in captive quarterly calls and member meetings.
• Serve as Captive Lead on group captive programs and liaise between agency partners, clients, and vendor partners.
• Collaborate with IC teams to drive strategic direction and vision for the captive.
• Maintain consultative relationships with committees within the captive.
• Develop Captive Consultants and Business Development Coordinators to deepen knowledge.
• Account for overall team commitments made to customers.
• Encourage and coach to build healthy, high-functioning teams through influence.

Skills

Sales skills

Public speaking

Written communication

Travel willingness

Education

College degree preferred

Tools

Salesforce

Job description

Are you an experienced Employee Benefits sales professional with a passion for innovative employee benefit plan solutions? Do you thrive in dynamic environments where your expertise can shape the future of financial strategies? If so, we have an exciting opportunity for you! Join our team at Innovative Captive Strategies as a Captive Executive and play a pivotal role in developing cutting‑edge captive insurance strategies for our diverse portfolio of clients. Here, your insights and creativity will drive success and transformation in a rapidly evolving industry. Let’s redefine the future of captive insurance together!

Essential Responsibilities

• Actively generate new sales leads through qualified calls and meetings with new agency partner relationships to achieve or exceed sales goals.
• Provide captive education and consulting for existing and prospective captive clients and agency partners.
• Maintain relationships with clients and address their evolving business needs, delivering documents as appropriate.
• Attend all sales‑related activities, promoting a game‑changing, positive attitude in support of agency changes and growth.
• Plan, attend, and participate in captive quarterly calls and member meetings.
• Serve as Captive Lead on group captive programs and act as liaison between agency partners, clients, and vendor partners.
• Collaborate with various disciplines within ICs to drive strategic direction, insight, and vision for the captive.
• Maintain professional and consultative relationships with committees within the captive.
• Develop Captive Consultants and Business Development Coordinators to deepen their knowledge and responsibilities.
• Account for overall team commitments made to customers.
• Encourage and coach to build healthy, high‑functioning teams through influence.

Qualifications

• Education: College degree preferred.
• Experience: 2+ years of employee benefits sales experience.
• Licensing: Hold an appropriate state‑specific insurance agent’s license, or have the ability to obtain one within 90 days of hire.
• Strong sales skills with a proven process to meet or exceed goals, advanced public communication, excellent written communication, and proficiency in advanced technology including Salesforce.
• Must travel by own vehicle up to 50% of the time.

Benefits

• Paid parental leave and supportive new‑parent benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401(k) profit sharing each year.
• Generous time‑off practices in addition to paid holidays.
• Paid volunteer time off and employee matching gifts to charities.
• DE&I programs including paid diversity day time‑off option and dedicated DE&I project team, committee, and interest group.
• Consistent merit increases and promotion opportunities.
• Discretionary bonus opportunity.

Innovative Captive Strategies is an Equal Opportunity Employer. Compensation is based on several factors, including education, work experience, and industry certifications. Total compensation is commensurate with the book of business. We offer base salary plus commissions, a flexible compensation structure, and opportunities for growth and advancement, including the possibility of becoming a stakeholder in our business.