Captive Specialist, Commercial Lines

Job Summary

The Captive Specialist serves as HUBs subject matter expert on captive insurance programs within the Commercial Lines Account Service team supporting the growth and service excellence of the Acsend captive program and HUBs captive facilities. This role provides technical expertise program administration and account service support that enables Producers to develop new captive business while ensuring existing captive program members receive best-in-class service. The Captive Specialist acts as the primary liaison to captive groups translating program requirements updates and reporting needs into actionable support for internal teams.

Captive Program Support & Operational Excellence (Acsend)

• Supports the ongoing growth and administration of the Acsend captive program by maintaining program documentation tracking member status and coordinating renewal timelines

• Serves as the primary liaison with captive groups relaying program updates requirements and reporting needs to internal teams

• Prepares and coordinates captive program Stewardship Reports for members and leadership

• Develops and maintains marketing collateral presentations and educational materials that support the Acsend programs visibility and member engagement

• Coordinates and supports captive program events board meetings and best-practice/loss-control meetings

• Provides subject matter expertise on captive structures feasibility and program mechanics to internal teams and Producers

New Business Support (Captive Facilities)

• Supports Producers in identifying prospective clients suited to captive placement by providing captive program expertise and feasibility insight

• Assists in the preparation of captive proposals submissions and RFP materials for new business opportunities

• Reviews new business submissions and related underwriting data for completeness and accuracy; coordinates submission to captive facilities/carriers

• Supports Producer-led presentations of captive solutions by providing technical materials program data and subject matter expertise

• Performs other duties and projects as assigned.

Key Performance Indicators

• Organic Growth (Acsend Program)

• Retention of captive accounts

• File Quality

• Renewal Timeliness

• Producer Satisfaction

• Stewardship Reports

Qualifications

• High School Diploma / GED; college degree preferred

• 2 years of experience in commercial insurance captive programs or related specialty insurance line

• Active California P&C license or willingness to obtain within 6 months

• Familiarity with captive insurance concepts (feasibility formation program structure loss-sensitive rating) preferred

• Strong organizational and documentation skills; experience supporting submissions proposals and program tracking

Knowledge / Skills / Abilities

• Knowledge of captive insurance structures (group single-parent agency) and program mechanics including feasibility assessment loss-sensitive rating and program governance.

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.

• Ability to effectively present information and respond to questions from groups of managers clients customers and the general public.

• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions conclusions or approaches to problems.

• Desire to learn and grow within the insurance industry.

• Ability to respond to customer needs solicit customer feedback to improve service and handle difficult or emotional customer situations promptly and accurately.

• Confidence and demeanor to effectively interact with all levels within the organization.

• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients needs.

• Ability to effectively work with a team and coach others in developing their skills and abilities.

• Ability to efficiently gather pertinent information and facts analyze and solve problems timely and thoroughly.

• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

• Computer skills: proficiency with Microsoft Office Suite Outlook and agency management systems.

• Ability to calculate figures and amounts such as discounts interest commissions proportions percentages.

Leadership Capabilities

• Identifies and resolves strategic challenges.

• Engages in learning and development using a growth mindset.

• Uses knowledge of market industry and company trends to set priorities.

• Looks for ways to improve efficiencies and generate revenue.

• Recognizes the need to adapt and respond to change.

• Proactively helps and involves others.

• Creates an environment with open and direct and respectful communication.

Working Conditions and Physical Demands

• This position primarily involves remaining in a stationary position for the majority of the workday.

• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

• Constantly operates a computer and other office productivity machinery such as a calculator copy machine and computer printer.

• The person in this position needs to occasionally move about inside the office to access file cabinets office machinery etc.

You are perfect for this opportunity if you

Hold a high school diploma/GED (college degree strongly preferred)

Have at least 5 years of related commercial lines insurance experience

Are currently licensed in good standing

Demonstrated interpersonal skills with the ability to effectively interact with all levels within the organization

Demonstrated presentation skills

Demonstrated oral and written communication skills

Have the confidence and demeanor to effectively interact with all levels within the organization

Are computer literate - Microsoft Office Suite and Outlook

WHY CHOOSE HUB:

Throughout our network of more than 450 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

Are seeking a progressive work environment at a rapidly growing organization

Have a desire to help others protect their future

Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Are focused on learning and development to enhance your industry knowledge and expertise

Are a self-starter willing to invest time and energy to learn the technical aspects of our business

Believe in integrity and building success by developing relationships with others

LIKE US SO FAR

Take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran Disabled We welcome ALL candidates and are proud of our wonderfully diverse employee population.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations. The EEO is the Law poster and its supplement is available here at Account Management & Service

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