Job Description

ABOUT SCG

Specialty Captive Group (SCG), a division of Specialty Program Group LLC, is a full-service captive management and captive consulting firm rapidly growing in an evolving industry. With an experienced leadership team of insurance and accounting professionals, SCG supports complex organizations with creative risk financing strategies to drive organizational value. SCG provides clients with a full suite of captive services, from initial education and feasibility analysis through captive entity formation, ongoing financial reporting, and regulatory compliance. SCG's advisory group also supports each captive's insurance program through fronting and reinsurance placement, future-state utilization and optimization strategies, and data analytics. SCG is a division of Specialty Program Group, one of the largest underwriting intermediaries and wholesale insurance brokers in the world. SPG is owned by HUB International.

ABOUT HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, we are dedicated to providing our customers with the peace of mind that what matters most will be protected, through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WHY CHOOSE HUB SCG?

Across our network of more than 21,000 employees in 700+ offices throughout North America, we offer a competitive, exciting, and collegial work environment that positions our employees for longevity and success. At HUB, we invest in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture empowers our people to make the best decisions for our customers and organization, while expanding the industry knowledge of our insurance professionals to serve our valued clients. We offer competitive and flexible benefits rooted in your current needs and designed to evolve as your needs change. Join us in taking the first step toward a future that combines a diverse, challenging work environment with financial security and career satisfaction.

WE ARE THE PERFECT FIT IF YOU

• Are seeking a progressive work environment at a rapidly growing organization

• Have a desire to help others protect their future

• Have an entrepreneurial spirit and are energized by the opportunity to grow the business

• Are focused on learning and development to enhance your industry knowledge and expertise

• Are a self-starter willing to invest time and energy to learn the technical aspects of our business

• Believe in integrity and building success by developing relationships with others

The Captive Advisor supports the Senior Client Executives and Business Development team in delivering superior service to a portfolio of captive prospects and clients. Working under the direction of a Senior Client Executive, the Captive Advisor owns the day-to-day execution of account management tasks, prepares client deliverables, and coordinates with service providers and the captive management team. The role works closely with Senior Client Executives, Financial Analysts, Sales Executives, and company leadership, and offers strong growth potential within the captive practice.

IN THIS ROLE, YOU WILL

• Own the client and broker relationship for an assigned portfolio of captive clients — serving as the first point of contact, proactively retaining business, and ensuring optimal service, communication, and timely deliverables

• Own the day-to-day execution of account management tasks, maintaining client service calendars and coordinating with Financial Analysts on financial statement review timelines to ensure accuracy and avoid missed deadlines

• Develop and manage project data-request lists, following up on outstanding information and reports and rigorously reviewing all information received for completeness, accuracy, and compliance

• Navigate and customize services based on each client's needs and expectations

• Partner with Senior Client Executives on communications and relationships with client service providers, predominantly actuaries, auditors, and TPAs, to build knowledge, rapport, and business opportunities

• Identify when and how to negotiate policy terms and conditions where opportunities are available, addressing them with the Senior Client Executives and clients

• Exercise discretion on claim or premium projections and retention levels to help guide clients on optimal utilization of their captive

• Prepare client proposals and annual meeting documents, assist Captive Department Producers with new business proposals, review policies and reinsurance contracts, and provide data and needs-based support to clients throughout the policy year

• Manage correspondence with brokers to compile underwriting submissions to assist the Senior Client Executives

• Create and present actuarial premium analyses to advise on additional coverages the captive could write, at client meetings and with travel as needed (approximately 10%)

• Create and maintain client compliance documents and maintain client files

• Participate in department meetings as needed.

WHAT YOU OFFER US — REQUIRED

• Bachelor's degree, preferably in Business, Finance, Accounting, Risk Management, or Marketing

• 2+ years of experience in Property & Casualty insurance or a related field

• Property & Casualty Producer's License, or willingness to obtain one

• Proficiency in MS Office (Word, Outlook, Excel, and PowerPoint) and Adobe

• Ability to learn new systems as introduced, including AI tools such as Claude

• Superior communication and presentation skills

• Ability to multi-task and interact in a professional manner with clients and colleagues

• Strong written and verbal communication skills

• Good problem-solving skills and the ability to make decisions needed to move work forward

• Self-motivation with the ability to work independently under minimal daily direction

• Conscientiousness, reliability, and attention to detail

• Excellent time-management skills

• Sound listening and concentration skills

• Commitment to ongoing professional development

WHAT YOU OFFER US — PREFERRED

• Exposure to captive insurance or alternative risk transfer

• ACI, ARM, or CPCU designation, or progress toward one

WHAT WE OFFER YOU

• A rewarding role that helps businesses across the community

• Access to best-in-class technology and tools, including AI systems

• Medical/dental/vision/life insurance, 401(k) matching program, Health Savings Account funding, and voluntary insurance options

• Generous time-off policies (3 weeks of vacation plus Personal/Sick/Floating Holidays)

• The opportunity to learn from the expertise of your coworkers

• Growth — HUB SCG is growing, and so can your career

• A motivated, collaborative team

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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