Responsibilities

• Broker Training — Educate brokers on captive program structures, underwriting guidelines, eligibility criteria, and value propositions. Develop training materials and conduct regular sessions to strengthen broker competency and engagement.
• Program Marketing — Present captive solutions to brokers and prospective clients, articulating program advantages, financial mechanics, and performance expectations. Support marketing initiatives, webinars, and industry events.
• Submission Management — Serve as the first point of contact for new submissions. Review incoming applications, ensure completeness, and coordinate required documentation with brokers and applicants.
• Pre‑Eligibility Review — Conduct preliminary assessments of prospective participants based on underwriting criteria, operational performance, and captive fit. Provide early feedback to brokers and internal underwriting teams.
• Relationship Development — Build strong partnerships with brokers to drive captive growth. Maintain ongoing communication, address questions, and support them through the submission & onboarding process.
• Internal Collaboration — Work closely with Program admin / program management team to ensure smooth transition from marketing to full underwriting review.
• Market Intelligence — Monitor industry trends, competitor captive programs, and broker feedback to refine messaging and identify growth opportunities.

Requirements

• 3–5 years of experience in underwriting, captive insurance, or commercial insurance marketing
• Strong presentation and communication skills
• Ability to translate technical concepts into clear, compelling messaging
• Experience working with brokers or distribution partners
• Detail‑oriented with strong organizational skills
• Proficiency in managing multiple submissions and timelines
• Core Competencies
• - Underwriting Knowledge — Understanding of captive structures, rating methodologies, and risk evaluation
• - Sales & Marketing Skills — Ability to influence, educate, and engage external partners
• - Analytical Thinking — Ability to assess pre‑eligibility and identify key risk indicators

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!