Senior Captive Accounts Leader & Strategy Coach

Hylant; Montana City (MT); On-site; USD 120,000 - 210,000; Full time

Job summary

The Account Executive at Hylant is a senior leader within the captive account management team responsible for overseeing client relationships, developing talent, managing team performance, and driving operational excellence across engagements.

In this role, you will serve as the executive relationship manager and trusted advisor for captive clients, leading client and board meetings, guiding strategic planning, risk and regulatory issues, and coaching a growing team toward delivering exceptional

Qualifications

• Bachelor's degree in accounting, finance, business administration, or related field.
• Seven or more years of captive insurance, auditing, risk management, or captive management experience.
• CPA, CPCU, ACIA, ARM, ACI, or other relevant professional designations, preferred.
• Demonstrated leadership and people management experience.
• Strong understanding of captive insurance operations, financial reporting, and regulatory compliance.
• Proven ability to manage complex client relationships and multiple priorities.
• Advanced proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Experience presenting to boards of directors and executive leadership teams.
• Experience with strategic planning, budgeting, and resource management.
• Ability and willingness to travel for meetings, conferences, or other business‑related functions.
• Must be legally authorized to work in the United States.

Responsibilities

• Lead, engage, and manage a team of account managers in all talent functions including recruiting, hiring, onboarding, training, career development, and performance management ensuring teams have the support and resources needed to meet or exceed business objectives.
• 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

Strategic thinking

Client relationship management

Executive communication

Team coaching

Project management

Regulatory understanding

Financial acumen

Travel willingness

Education

Bachelor's degree in accounting/finance/business administration

Tools

Excel

Word

PowerPoint

Outlook

Job description

The Account Executive at Hylant is a senior leader within the captive account management team responsible for overseeing client relationships, developing talent, managing team performance, and driving operational excellence across engagements.

In this role, you will serve as the executive relationship manager and trusted advisor for captive clients, leading client and board meetings, guiding strategic planning, risk and regulatory issues, and coaching a growing team toward delivering exceptional