Captive Account Manager

Client Service United States


Description

The Opportunity:

Serve a portfolio of captive clients by providing responsive, accurate, and timely financial and regulatory reporting for their captive insurance companies.  The ideal candidate would have accounting, premium tax accounting, and captive management experience along with strong excel skills and excellent communication. They would be a team player, and demonstrate initiative with strong analytical abilities. 

This position can be 100% remote or physically located in one of our over 20 office locations.

Are You A Match?

The Captive Account Manager is driven by prompt, accurate and thoughtful service to clients and internal team members. With prior captive account management experience she/he will need to have a comfort with financial and regulatory reporting.

 

 

In This Role You Will Execute On:

  • Timely and accurate monthly, quarterly, and annual financial reporting for captive insurance companies.
  • Completion of all regulatory filings required by state/captive domiciles.
  • Management of premium tax accounting, including calculations, filings, and compliance.
  • Preparation of materials for and participation in Board of Directors meetings.
  • Coordination with actuaries, auditors, brokers, TPAs, and carriers.
  • Monitoring of capital and surplus, cash flow, investments, collateral, and other financial metrics.
  • Review of accounting treatments, claims bordereaux, and underwriting performance.
  • Support for feasibility studies and new captive formations.
  • Maintenance of statutory records and governance documentation.
  • Delivery of consistent, high‑quality service across a portfolio of clients with competing priorities.

 


In This Role You'll Need:

  • Bachelor’s degree in Accounting, Finance, Risk Management, or related field. CPA designation preferred (CA, ACI, CPCU, or ARM also accepted).
  • 3–5+ years of experience in captive insurance, accounting, or financial management.
  • Demonstrated experience with premium tax accounting.
  • Strong understanding of captive insurance structures, reinsurance, underwriting, and actuarial coordination.
  • High proficiency in Excel and other financial systems.Excellent attention to detail, analytical skills, and ability to manage multiple deadlines.Professional communication skills and a strong client service orientation.
  • Ability to work independently, stay organized, and adapt in a deadline-driven environment.


About the Hylant Captive Team
We believe that risk is important. So do our clients. Our sole mission is to help organizations navigate the world of captive insurance to better define, finance and manage the risks inherent in their businesses. Our team works closely with other professional partners to deliver a broad spectrum of alternative risk solutions. These specialized programs often play a crucial role in sustaining the long-term success of our clients.


Why Hylant?

A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 20 offices in seven states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you. 


Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify

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