Account Executive - Commercial Risk and Captives

Position Summary:  The Account Executive - Commercial Risk and Captive performs day-to-day services and operations for a portfolio of client captive insurance companies and house Property and Casualty accounts.

Supervisory Responsibilities:  None

Essential Tasks:

• Primary contact for a portfolio of captive and P&C clients
• Structure and maintain captive and P&C insurance programs
• Arrange and attend captive board and client meetings
• Maintain management information reports on clients and process management
• Maintain client corporate records and regulatory compliance
• Follow and update departmental controls and procedures as needed
• Interface with auditors, attorneys, investment managers, and regulators
• Participate in prospective and existing client calls
• Collaborate with Kentucky Captive Association as required

Core Competencies:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• Bachelor's degree preferred
• 5+ years of Underwriting or Commercial Property & Casualty Insurance experience required
• Working knowledge of financial statements
• Working knowledge of NAIC statutory filings preferred

Licensing and Credentials:

• Active General Lines or Property & Casualty License required

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Perks & Benefits:

• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity – the potential for growth within the company