The Senior Account Manager will serve as the primary relationship manager for a portfolio of captive insurance clients, overseeing financial reporting, regulatory compliance, and audit coordination. They will also provide leadership and mentorship to junior staff while ensuring service excellence across all account deliverables.
The role involves developing and executing business strategies to grow captive insurance programs while educating agencies on group captive solutions. You will also collaborate with carrier and vendor partners to review submissions and support the quote development process.
The Sales Associate is responsible for driving business growth in California by expanding broker and agency relationships and identifying new opportunities. This includes educating prospects on group captive solutions and partnering cross-functionally to support client service and program growth.
