Account Manager, Captives (Insurance)

Location: Remote - USA

Salary: $70,000–$85,000 annual

Company

Brown & Brown provides insurance services, with this role supporting captive and commercial Property/Casualty clients through the Revenue Team.

What you will do

• Manage new business and renewal processes, including applications, loss summaries, pricing indications, quotes, proposals, billing, and required corrections.
• Serve client and broker inquiries, coordinate coverage changes, exclusions, binders, endorsements, and renewal documentation.
• Review loss runs and claims data, summarize insured portfolios, and coordinate with the claims department.
• Draft and review policies, declarations, notices, endorsements, reinsurance and service contracts, feasibility analysis charts, financial statements, and billing inputs.
• Collaborate with Sales and revenue leadership on new business, renewal retention, cross-selling, and client retention initiatives.
• Maintain compliant records and service-provider relationships while using Salesforce and AI tools to support client service and technical work.

Requirements

• At least 3 years of experience in captive and/or commercial Property/Casualty insurance.
• Associate’s degree in a relevant field or equivalent professional experience.
• Active P&C insurance license or ability to obtain one within the first 90 days of employment.
• Exceptional customer service, relationship management, written communication, and verbal communication skills.
• Proficiency with CRM software and Microsoft Office Suite, including Word, Excel, PowerPoint, and Teams.
• Strong analytical and problem-solving skills with close attention to detail.
• Ability to multitask, prioritize in a fast-paced environment, and collaborate with team members and other departments.

Nice to have

• Insurance designations such as CPCU, AU, ARM, or ACI.
• Experience with Salesforce.

Culture & Benefits

• Meritocratic culture that values self-starters and customer-focused work.
• Medical/Rx, dental, vision, life, and disability insurance.
• ESPP, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, preferred partner discounts, and additional benefits; eligibility and waiting periods may vary.

Hiring process

• External recruiting vendors may submit candidates only with a valid written agreement and prior written authorization from Brown & Brown.