Account Manager – Captives

Brown & Brown Insurance

. Oversee all aspects of the new business and renewal process, including applications, developing loss summaries, pricing indications, quotes, and proposals .

Posted 9/18/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Property/Casualty insurance processes, including policy management, client retention strategies, and compliance. Proficient in utilizing CRM software and analytical tools to enhance client service and operational efficiency.

Highest-signal resume keywords

Property/Casualty Insurance ExperienceActive P&C Insurance LicenseClient Retention InitiativesSalesforce ProficiencyAnalytical and Problem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy ManagementLoss AnalysisPricing IndicationsProposal DevelopmentDocumentation ReviewCross-Selling ServicesFinancial Statement PreparationISO Forms DraftingClaims CoordinationCompliance Management

Soft Skills

Customer ServiceRelationship ManagementWritten CommunicationVerbal CommunicationTeam Collaboration

Tools & Technologies

SalesforceMicrosoft Office SuiteAI Tools

Certifications & Qualifications

P&C Insurance LicenseCPCUAUARMACI

Industry Keywords

Captive InsuranceCommercial InsuranceLoss RunsReinsurancePolicy Coverage

About the role

Key responsibilities & impact

Oversee all aspects of the new business and renewal process, including applications, developing loss summaries, pricing indications, quotes, and proposals
Respond promptly and courteously to client and broker/producer inquiries
Collaborate with the Sales Team to drive new business and retain renewal revenue
Coordinate with brokers and clients on policy coverage, changes, and exclusions
Review and analyze Loss Runs from various carriers to summarize an insured’s claims portfolio
Review policies and related documentation for accuracy and adherence to quality standards
Assist clients and brokers with coverage changes, binders, and endorsements, including reviewing needs and cross-selling appropriate services
Develop and implement ongoing client retention initiatives with teams led by the Chief Revenue Officer
Maintain accurate and compliant client records, including documentation, communications, and transactions
Renew policies, verify renewal accuracy, ensure renewals are processed and billed correctly, facilitate corrections, and deliver proposals when needed
Stay informed about industry developments, new products, legislation, coverages, and technology
Utilize Salesforce for input, documentation, and technical tasks supporting client service and compliance
Provide clear answers to clients and brokers
Initiate drafting of policy forms, declarations, notices, and endorsements using ISO and manuscript forms
Prepare and review policies, reinsurance and service contracts, feasibility analysis charts, loss runs, annual meeting documents, financial statements, and billing inputs
Maintain relationships with independent auditors, actuaries, attorneys, TPAs, carriers/reinsurers, reinsurance brokers, and fronting carriers
Coordinate with the claims department to obtain loss data as needed

Requirements

What you’ll need

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
Insurance designations strongly preferred, including but not limited to CPCU, AU, ARM, ACI, etc.
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)
Experience with Salesforce is a plus
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
Working proficiency in the acceptable usage and application of various AI tools

Benefits

Comp & perks

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