Senior Captive Accounts Leader & Strategic Advisor

Hylant

Heber (UT)

On-site

USD 130,000 - 180,000

Full time

8 days ago

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Job summary

Hylant is seeking a senior Account Executive to lead a captive account management team and serve as the strategic advisor to key clients. You will guide client governance, financial performance, and long-term objectives while driving service quality and compliance across engagements.

You will manage client relationships, present to boards, and collaborate with auditors, regulators, and legal counsel. Travel will be required to meet client and regulatory needs.

Qualifications

  • Bachelor's degree in accounting, finance, or related field.
  • 7+ years in captive insurance, auditing, risk or captive management.
  • Professional designations (CPA, CPCU, ACIA, ARM, ACI) preferred.
  • Proven leadership and people management experience.
  • Ability to travel for meetings.

Responsibilities

  • Lead, engage, and manage a team of account managers in talent functions including recruiting, hiring, onboarding, training, career development, and performance management.
  • Serve as the executive relationship manager and trusted advisor for assigned captive clients, providing strategic guidance on operations, governance, financial performance, insurance, and long-term objectives.
  • Lead client, board, and stakeholder meetings, presenting financial and operational results while driving informed decision-making.
  • Oversee complex client engagements, proactively resolving escalated issues and identifying opportunities to enhance client value and service delivery.
  • Drive operational excellence through process improvements, best practices, quality standards, and consistent achievement of service and compliance deadlines.
  • Provide executive oversight of financial reporting, regulatory filings, risk management activities, and domicile compliance requirements.
  • Collaborate with auditors, actuaries, legal counsel, regulators, and other service providers to support client and regulatory objectives.
  • Support business growth through client retention and expansion efforts, proposal development, prospect engagement, industry participation, and thought leadership initiatives.
  • Perform other duties and special projects as requested.

Skills

Leadership
People management
Strategic planning
Budgeting
Executive communication
Regulatory knowledge
Travel flexibility

Education

Bachelor's degree in accounting, finance, business administration, or related field

Tools

Microsoft Excel
Microsoft Office
PowerPoint
Outlook

Job description

Hylant is seeking a senior Account Executive to lead a captive account management team and serve as the strategic advisor to key clients. You will guide client governance, financial performance, and long-term objectives while driving service quality and compliance across engagements.

You will manage client relationships, present to boards, and collaborate with auditors, regulators, and legal counsel. Travel will be required to meet client and regulatory needs.

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