Employee Benefits Captive

Role Description The Captive Marketing Underwriter is responsible for promoting and supporting captive insurance programs through broker training, client presentations, and early-stage underwriting engagement. This role blends technical underwriting knowledge with strong communication and relationship-building skills. It ensures brokers and prospective clients clearly understand the captive structure, benefits, and requirements while managing the front end of the submission and eligibility process. Key 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. Qualifications - 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 Requirements - 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 - Communication Excellence: Skilled in delivering presentations and simplifying complex topics - Relationship Management: Strong interpersonal skills for broker and client engagement Benefits - Comprehensive medical insurance, dental insurance, and vision insurance - Life and disability insurance - Fertility benefits and wellness resources - Paid sick time - Generous paid time off and holidays - Employee Assistance Program (EAP) - Complimentary Calm app subscription - Immediate vesting in a 401(k) plan - Health Savings Account (HSA) and Flexible Spending Account (FSA) options - Commuter benefits and employee discount programs - Paid maternity and paternity leave (including for adoptive parents) - Legal plan options and pet insurance coverage - This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.