This position is accountable for establishing, leading, and scaling the company’s captive practice as a strategic growth engine within the voluntary benefits portfolio.
Define market strategy, build internal and external expertise, and drive the integration of captive solutions across distribution, underwriting, and client engagement.
Serve as a strategist, responsible for thought leadership, revenue growth strategy, pricing and profitability frameworks, and the development of best practices that position the organization as a market leader.
Partner with executives, consultants, brokers, and internal stakeholders to influence adoption of captive solutions, transforming these offerings into a material, sustainable line of business.
Monitor market trends, competitor activity, and regulatory changes to refine practice positioning.
Requirements
Bachelor’s degree in Business, Finance, Risk Management, or related field
Minimum 8–10 years of experience in sales or relationship management, with a focus on life insurance, employee benefits, or financial risk management
Proven track record in thought leadership, product development, or strategic business management
Prefer experience building or managing captive insurance programs
Active life & health license
PREFERRED LICENSING: FLMI, CPCU, or CEBS
Must be able to travel throughout the United States several times per month
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