Captive Marketing Underwriter

Location

United States

Posted

4 days ago

Salary

$90K - $130K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Captive Marketing Underwriter

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.

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