Captive Consultant (Insurance)

Location: Hybrid role based at 30 South 15th Street, One Penn Square West, Philadelphia, PA 19102, United States of America

Base salary: $106,700–$175,000, plus potential performance-based incentives.

Company

Graham Company, a division of hirify.global McLennan Agency, is an insurance brokerage and consulting firm focused on creating a healthy, safe, and prosperous tomorrow.

What you will do

• Expand the captive pipeline by working with Producers to identify, qualify, and pursue prospective captive clients.
• Assess captive suitability with prospective clients throughout the sales lifecycle and identify cross-sell opportunities within existing accounts.
• Present complex captive concepts and value propositions to prospective and existing clients.
• Develop proposals, reports, and strategic recommendations aligned with client needs and business objectives.
• Coordinate with Marketing, Production, and service teams on targeted campaigns, onboarding, project execution, and client relationship management.
• Monitor captive insurance industry trends, regulatory developments, and best practices to provide market intelligence and strategic advice.

Requirements

• Five or more years of progressive insurance industry experience, including experience with large national accounts or captives.
• Demonstrated experience in account management, underwriting, sales, or business development.
• Strong presentation, communication, and interpersonal skills.
• Ability to identify opportunities, build relationships, and close new business.
• Strategic thinking and a proactive approach to market engagement.
• Professional demeanor and proficiency in Graham standard computer applications.
• Regular and predictable attendance according to established limitations and reporting procedures.
• Fit-for-duty status, including not being under the influence of drugs or alcohol or using drugs that could affect safe job performance.

Nice to have

• Experience with single parent or cell captives.

Culture & Benefits

• Values include empathy, discipline, integrity, courage, and tenacity.
• Competitive total rewards package with health and welfare benefits.
• Tuition assistance, 401(k) savings, retirement programs, and employee assistance programs.
• Commitment to a diverse, inclusive, and flexible work environment.
• Reasonable accommodations are available for qualified needs.