Captive Specialist

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

SUMMARY

Responsible for supporting captive business, assisting and partnering with Leadership to evaluate potential new captive clients, onboard new captive clients, and process renewals of captive clients. Acts as a specialty support resource, sitting alongside the core consulting team to provide captive business support.


ESSENTIAL DUTIES AND RESPONSIBILITIES

Reviews captive submissions for completeness of information, assists with submissions to captive companies, tracks progress and reviews proposals for accuracy. Files and spreads proposals as necessary.

Manages client tracking, works with Producers and account teams to gather progress and status updates, and tracks information in CRM.

Supports TPA (Third Party Administrators) and PBM (Pharmacy Benefits Managers) implementations as needed, oversees captive implementation, supports captive sponsored cost containment vendor implementations as necessary.

Provides account renewal support by overseeing collection of captive renewals and tracking renewal statistics.

Works with leadership and marketing teams with creation/modifications of captive program collateral, presentations and RFP materials.

Provides suggestions as necessary for captive practice improvements. Improvements could be related to current captive processes, including quoting, implementation and the renewal process. Looks for ways to simplify and optimize the user experience.

Provides sales support when needed. Assists with client/prospective client educational conversations, training and prepare materials for prospecting events.

Manages RFP process for proprietary offerings that are available for captive clients.

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned.

QUALIFICATIONS
EDUCATION/EXPERIENCE

Bachelor's Degree or equivalent combination of education and experience

Seven (7) or more years related Work Experience

Three (3) or more years Employee Benefit captive experience

Self-funding and Project Management experience

Health and Welfare Insurance License

SKILLS

Strong problem solving, negotiation, and time management skills

Excellent verbal and written communication skills

Strong analytical, planning, organizational, and prioritization skills

Strong relationship building skills

Ability to work within a team and to foster teamwork

Strong ability to motivate and develop staff

Good project management skills

Proficient in Microsoft Office products

#LI-KG1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits