Account Manager, Captives

Summary

One80 Intermediaries is seeking an Account Manager, Captives, to join its growing Revenue Team. The role manages new business and renewal processes, supports clients and brokers, coordinates policy and claims activities, maintains compliant documentation, and contributes to client retention and sales initiatives.

Responsibilities

• New Business and Renewal Process Management: Oversee all aspects of the new business and renewal process, including applications, developing loss summaries, pricing indications, quotes, and proposals
• Client and Broker Inquiries: Respond promptly and courteously to all client and broker/producer inquiries
• Sales Collaboration: Collaborate with the Sales Team to drive new business and retain renewal revenue
• Policy Coordination: Coordinate with brokers and clients on policy coverage, changes, and exclusions
• Loss Analysis: Review and analyze Loss Runs from various carriers to succinctly summarize the claims portfolio of an insured
• Policy Review: Review policies and all related documentation for accuracy and adherence to quality standards
• Client Assistance: Assist clients and brokers with coverage changes, binders, and endorsements, using each contact as an opportunity to review needs and cross-sell appropriate services
• Client Retention Initiatives: Work with the teams lead by the Chief Revenue Officer to develop and implement ongoing client retention initiatives
• Record Maintenance: Maintain accurate and compliant client records, including documentation, communications, and transactions
• Policy Renewal and Billing: Renew policies following agency standards, verify each renewal’s accuracy, and ensure all renewals are processed and billed correctly. Facilitate corrections as necessary and deliver proposals when needed
• Industry Knowledge: Stay informed about industry developments, new products, legislation, coverages, and technology to continuously improve knowledge and performance
• Salesforce Proficiency: Utilize the Salesforce platform for input, documentation, and performing technical tasks to expedite client service and maintain standards of compliance
• Client Communication: Provide clear answers to clients and/or Brokers for questions received
• Policy Drafting: Initiate the drafting of policies forms, declarations, notices and endorsements using both ISO and manuscript forms
• Documentation Preparation and Review: Prepare and review related documentation, including policies, reinsurance and service contracts, feasibility analysis charts, loss runs, annual meeting documents, financial statements, and billing inputs
• Service Provider Relationships: Maintain relationships with various service providers, including independent auditors, actuaries, attorneys, TPAs, carriers/reinsurers, reinsurance brokers, and fronting carriers
• Claims Coordination: Coordinate with the claims department to obtain loss data as needed
• Artificial Intelligence: Have working proficiency in the acceptable usage and application of various AI tools

Skills

• At least 3 years' experience in captive and/or commercial Property/Casualty insurance required
• Minimum of an Associate's degree in a relevant field; equivalent professional experience will also be considered
• Active P&C insurance license or the ability to obtain one within the initial 90 days of employment
• Exceptional customer service and relationship management skills
• Excellent written and verbal communication abilities
• Proficiency in CRM software, particularly the Microsoft Office Suite (Word, Excel, PowerPoint, Teams)
• Strong analytical and problem-solving skills, with keen attention to detail
• Ability to multitask and prioritize in a fast-paced environment
• Demonstrated ability to work collaboratively with team members and other departments
• Have working proficiency in the acceptable usage and application of various AI tools
• Strongly preferred, including but not limited to CPCU, AU, ARM, ACI, etc
• Experience with Salesforce is a plus

Qualifications

Must Haves

• At least 3 years' experience in captive and/or commercial Property/Casualty insurance required
• Minimum of an Associate's degree in a relevant field; equivalent professional experience will also be considered
• Active P&C insurance license or the ability to obtain one within the initial 90 days of employment
• Exceptional customer service and relationship management skills
• Excellent written and verbal communication abilities
• Proficiency in CRM software, particularly the Microsoft Office Suite (Word, Excel, PowerPoint, Teams)
• Strong analytical and problem-solving skills, with keen attention to detail
• Ability to multitask and prioritize in a fast-paced environment
• Demonstrated ability to work collaboratively with team members and other departments
• Have working proficiency in the acceptable usage and application of various AI tools

Nice to Haves

• strongly preferred, including but not limited to CPCU, AU, ARM, ACI, etc
• Experience with Salesforce is a plus

Benefits

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts