Strategic Captive Benefits Sales Leader

HMA Group Holdings, LLC

Waukee (IA)

Hybrid

USD 85,000 - 160,000

Full time

14 days+

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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

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.

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