Want to know if this job is worth applying to?
United States
Remote only
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Captive Client Leader based in the United States.
The Captive Client Leader will drive strategic client engagement and long-term value creation across a portfolio of captive insurance clients. Acting as a trusted advisor and primary point of contact for senior executives, you will help clients make informed decisions about captive performance, risk financing strategies, and business objectives. This role combines relationship management, commercial leadership, and cross-functional collaboration to deliver integrated client solutions. You will coordinate expertise across multiple teams, translate complex financial and technical information into actionable recommendations, and identify opportunities to strengthen partnerships. You will also contribute to the evolution of a more proactive, data-driven, and commercially focused client service model. This fully remote opportunity is suited to an experienced professional who excels at influencing stakeholders, navigating complex environments, and delivering measurable business value.
As a Captive Client Leader, you will oversee strategic client relationships, ensure high-quality service delivery, and coordinate internal expertise to support clients' evolving needs. Your responsibilities will include:
Leading strategic engagement across a portfolio of captive insurance clients and serving as the primary relationship contact for senior executives.
Conducting annual account planning discussions aligned with client priorities, service expectations, and commercial objectives.
Organizing strategic reviews and consultations with subject matter experts to provide market insights, external perspectives, and forward-looking recommendations.
Reviewing stewardship reports, performance data, and service metrics to identify opportunities for improvement and additional value creation.
Coordinating internal teams across different insurance domiciles, Global Capability Centres, and business functions to deliver integrated client solutions.
Identifying opportunities to strengthen client relationships, improve account profitability, and expand relevant service offerings.
Translating complex technical, financial, and operational information into clear client communications and actionable strategic recommendations.
Maintaining strong governance practices and ensuring consistent execution of service schedules, client commitments, and regulatory requirements.
Coaching and mentoring junior colleagues to strengthen client leadership capabilities and promote consistent service delivery standards.
Contributing to the development of a more proactive, commercially focused, and data-driven client engagement model.
Acting as a central point of coordination between clients and internal specialists to ensure effective collaboration and long-term partnership development.
The ideal candidate is a strategic and commercially minded client leader with experience in advisory services, relationship management, and complex organizational environments. The following qualifications and capabilities are expected:
Bachelor's degree or equivalent professional experience in Business, Finance, Risk Management, or a related field.
Demonstrated experience in advisory client engagement, with the ability to understand complex client priorities, business challenges, and risk financing objectives.
Proven ability to build trusted relationships with senior executives and operate as a strategic advisor.
Strong strategic and commercial thinking, with the ability to connect client needs, business opportunities, and organizational capabilities to generate measurable value.
Experience coordinating specialists and influencing stakeholders across matrixed organizations without relying on formal authority.
Proven track record of managing client service delivery, account planning, service schedules, and stewardship activities.
Strong understanding of governance requirements and the importance of maintaining high standards of operational execution.
Excellent verbal and written communication skills, including the ability to present technical information, market insights, and performance data in a clear and compelling manner.
Sound judgment, adaptability, and the ability to navigate ambiguity and evolving business priorities.
Strong learning agility and the ability to identify when specialist expertise is needed to address complex client challenges.
Previous experience leading, coaching, or mentoring colleagues to strengthen team capabilities and client service standards.
Strong relationship-building, collaboration, negotiation, and stakeholder management skills.
Competitive annual base salary, determined by qualifications, professional experience, skills, and geographical location. The specific salary range was not disclosed in the original posting.
Eligibility for an annual discretionary performance bonus through an incentive compensation plan.
Comprehensive medical, dental, and vision insurance.
401(k) retirement savings plan with employer contributions.
Employee stock purchase plan.
Potential eligibility for long-term incentive awards.
Paid time off, including 12 paid holidays and 15 days of paid vacation annually.
Paid sick leave in accordance with applicable state and local regulations.
Various leave of absence options.
Short-term disability and optional long-term disability coverage.
Health Savings Account (HSA) and healthcare and dependent care reimbursement accounts.
Employee and dependent life insurance, supplemental life insurance, and accidental death and dismemberment (AD&D) coverage.
Optional personal insurance policies.
Adoption assistance and tuition assistance programs.
Commuter benefits.
Employee Assistance Program (EAP), including free counseling sessions.
Two Global Wellbeing Days annually to support personal well-being and work-life balance.
Flexible working arrangements and a fully remote working environment within the United States.
Continuous learning and professional development opportunities.
Inclusive workplace culture that encourages collaboration, innovation, and career growth.
