Support Program Management team in the review and evaluation of new business, renewal submissions and audits. Work with brokers regarding any outstanding and/or incomplete new business and renewal submission activity. Support member development activities by tracking activity in company CRM system.
EDUCATION AND EXPERIENCE: Bachelor’s Degree or equivalency in a related discipline and at least two (2) years of experience in the insurance industry.
SKILLS/COMPETENCIES REQUIREMENTS:
- Communicating effectively within the Captive Support Team and with the Program Management Team to ensure deadlines are met and the proper information is obtained
- Ability to work independently and communicate activities/outcome with team
- Responsive to assignments and communication on status
- Strong technical aptitude including a high proficiency in Microsoft Office
- Understand company required information systems
- Excellent written and verbal communication skills
- Organization; planning and prioritization skills
- Strong analytical skills; problem solving and judgment
- Intellectual curiosity to build an in-depth understanding of insurance and risk management
- Commitment to meeting customer service demands
- Positive attitude and commitment to support business culture
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Review, prepare and submit documents for new and renewal business and audits.
- Accountable for ensuring information is complete and accurate
- Communicates with various stakeholders and members to ensure that submissions are reviewed effectively
- Adhere to the various service level agreements for new business, renewals and audits
- Responsible for invoicing of captive premium
- Provide superior customer service to clients, brokers, fronting companies, and various service providers
- Assure company systems are accurate and up-to-date
- Commitment to company values
PRIORITIES: Accuracy, Timeliness, Broker-Service Provider-Client Relationships, Positive Team Attitude
Qualifications Education Required Bachelors or better. Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree or equivalent in a related discipline
- At least two years of experience in the insurance industry
- High proficiency in Microsoft Office
- Strong written and verbal communication skills
- Organization, planning, and prioritization skills
- Strong analytical, problem-solving, and judgment skills
What We Do
Our mission is to help companies control their insurance costs through the member-owned group captive model. Our industry-leading insurance professionals support every aspect of the group captives they advise, from claims advocacy to operational oversight, risk management, financial services, investment services and more. Applying its time-tested and proven strategies, Captive Resources brings the highest quality insurance protection to each individual captive member, while increasing members' buying power, bringing greater stability and predictability to their insurance costs, and driving profitability to their bottom lines. For over 35 years, CRI has helped create more than 45 group captives with 6,000 member companies that serve businesses and organizations located across the United States. Today, CRI proudly administers some of the largest member-owned group captive insurance companies in the world. And it's no small task. The company oversees combined premiums of $3.8 billion with assets of $10 billion. Statement on Diversity, Equity, and Inclusion: At Captive Resources, we believe that our colleagues deserve fairness, respect, inclusivity, and belonging. We encourage different perspectives, unique ways of thinking, fearless collaboration, and positive communication. Our differences have made us strong and successful, and we embrace diversity, equity, and inclusion. We celebrate our people every day because they are the heart of our company. Captive Resources is proud to be an Equal Opportunity Employer. We prohibit discrimination in employment with respect to any term or condition of employment, including hiring, compensation, advancement, discipline, or termination for our applicants and colleagues.
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