PM oversees day-to-day operations for their assigned captive(s). They can handle most of the technical aspects of assigned captive(s). EDUCATION AND EXPERIENCE: Bachelor’s Degree or equivalency in a related discipline Minimum of five (5) years of experience in the insurance industry or experience relevant to the role SKILLS/COMPETENCIES REQUIREMENTS: Team-based skills Collaboration – communicating effectively with Captive Executive & Business Development Executive team to assure alignment on new business and renewal activities Information system skills Strong technical aptitude including a high proficiency in Microsoft Office Understand company required information systems Individual skills Excellent written and verbal communication skills Ability to assess their understanding of technical topics and seek appropriate support for deeper understanding Visible support and commitment to a positive business culture Comfortable...

About Captive Resources: Captive Resources (CRI) is the industry-leading consultant to member-owned group captive insurance companies, helping businesses take control of their insurance destiny. Founded in 1985, CRI replaces traditional, one-size-fits-all insurance programs with a member-owned model that bases premiums on each company’s individual loss experience rather than state rates or industry averages. CRI supports dozens of group captives and thousands of member companies across the United States, providing expertise in safety and loss prevention, claims advocacy, risk management, operational oversight, and financial and investment services. Collectively, CRI’s captives represent more than $6 billion in gross premiums and substantial assets under management. CRI is also recognized for its exceptional workplace culture. The company has been named Best Places to Work by Business Insurance (2017–2025), Top Workplaces by the Chicago Tribune (2017–2025), and Top...

SUMMARY : The Meeting Planner will support meeting and event planning, assists in the daily coordination of board meetings and workshops; facilitates all aspects of program details. ESSENTIAL EDUCATION AND EXPERIENCE : Bachelor’s Degree or equivalency in a related discipline and at least three (3) years of experience in Event Planning or similar vocation. Should have proven experience within the meeting, hospitality or service industry. SKILLS/COMPETENCIES REQUIREMENTS : Strong Team Attitude Works well independently and in a team environment Interpersonal skills Maturity Established vendor relationships relative to the industry Demonstrates effective negotiation and closing techniques Excellent written and verbal communication skills Organizational, planning, and prioritization skills Strong analytical, problem solving, and judgment skills Strong customer orientation Commitment to company values E xperience with budgeting...

The Senior Underwriter is responsible for risk-based underwriting of new and/or existing accounts.  Accountability for the achievement of profit, persistency, and growth goals through financial analysis or employer groups.  EDUCATION AND EXPERIENCE: Bachelor’s Degree in Business or in a related discipline with 5+ years of experience in stop loss underwriting and Captive experience (preferred). SKILLS/COMPETENCIES REQUIREMENTS: Creativity and strong problem solving skills Strong mathematical background Ability to handle large volume of work efficiently and correctly with limited errors Strong team attitude Works well independently and in a team environment Interpersonal skills Excellent written and verbal communication skills Strong skills in Microsoft Office, especially using Excel and Word, and other on-line computer systems Comfortable making presentations to small groups Organization, planning and prioritization skills Strong analytical, problem...

The Underwriter is responsible for evaluating and underwriting stop-loss insurance. The role involves analyzing medical risk, pricing policies, and making recommendations based on a thorough understanding of both medical costs and insurance principles. EDUCATION AND EXPERIENCE: A bachelor’s degree in business, finance, insurance, mathematics, or a related field.  2 -5 years of experience in insurance underwriting, preferably in the health insurance or medical stop-loss field. Experience with medical claims analysis, pricing, and risk management is essential. SKILLS/COMPETENCIES REQUIREMENTS: Stay updated on industry trends, regulatory changes, and best practices in medical stop-loss underwriting. Risk management principles and stop-loss insurance products. Medical terminology, healthcare costs, and trends in medical claims. Regulatory and compliance issues in insurance underwriting. Strong analytical and problem-solving abilities. Proficiency in underwriting...

Description Summer Interns will support various departments and work on a variety of projects and day-to-day business responsibilities, gain soft skills in a professional business environment, conduct weekly presentations, participate in training sessions and other activities throughout the summer. Interns will be assigned to one of the following departments: Accounting Actuarial Business Development (Sales) Property and Casualty Medical Stop Loss Business Intelligence Captive Finance Claims Health Risk Management / Strategic Vendor Services Information Technology / Cybersecurity Marketing Program Management Property and Casualty Medical Stop Loss Risk Control Underwriting   ESSENTIAL EDUCATION AND EXPERIENCE:  Pursuing a bachelor’s degree relative to a respective department and currently completing your junior year of college.         SKILLS/COMPETENCIES REQUIREMENTS: Strong team attitude Works...

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;...

Lead a team of Captive Support professionals by driving operational excellence, developing employees, and ensuring consistent delivery of service, quality, and productivity goals. This role partners with leadership to implement process improvements and automation initiatives while fostering a culture of accountability and continuous improvement. Success in this role requires balancing people leadership with operational excellence to deliver results and build a collaborative, engaged team. EDUCATION AND EXPERIENCE: Bachelor's degree or equivalent experience. Five (5) or more years of operations or service leadership experience, including at least two (2) years of direct people management in a metrics-driven environment with demonstrated success improving operational performance through KPIs, SLAs, coaching, and continuous improvement. SKILLS/COMPETENCIES REQUIREMENTS: People Leadership: Builds engaged, high-performing team through coaching, feedback,...

The Assistant Vice President/Vice President, Captive Executive will execute business development strategies, initiate contact with existing and potential customers, identify their needs and sell and manage ongoing services to meet those needs. Assist in developing and facilitating the proposal process for specific brokers and clients including budget and pricing development, proposal writing, contract negotiations, ongoing stewardship, and client presentations. Help to run captive board meetings when needed. Requires extensive out of town travel, including proposal presentations, workshops, and board meetings. ESSENTIAL EDUCATION AND EXPERIENCE : Bachelor’s degree in business, marketing, or other related discipline and at least five (5) years of experience in Commercial Insurance business development or underwriting. Must have experience in the development and presentation of new business and renewal proposals to brokers and directly to clients.   SKILLS &...

Execute business marketing strategies, initiate contact with existing and potential customers, identify their needs and educate on captive solutions, and manage ongoing services to meet those needs. Assist in developing and facilitating the proposal process for specific brokers/clients including pricing indication development, and client presentations. Create and build long term client relationships. Requires extensive out of town travel, including proposal presentations, workshops, and board meetings.   ESSENTIAL EDUCATION AND EXPERIENCE : Bachelor’s Degree in Business, Marketing/Sales, or other related discipline and at least five (5) years of experience in Health Insurance business development and underwriting. Experience with employee benefits and/or self-funded medical plans. Experience supporting the development of proposals to brokers/clients. SKILLS/COMPETENCIES REQUIREMENTS : Work with benefit brokers Knowledge of self-funded plans and employee benefits...

The Clinical Risk Specialist RN is responsible for providing high quality case management and claims management consulting, including identification, assessment and projections of high-cost cases to assist in the underwriting process. ESSENTIAL EDUCATION AND EXPERIENCE : ASN or BSN in nursing licensed in the State of Residence; at least two (2) years of clinical experience, AND at least two (2) years of stop loss or health payer experience. SKILLS/COMPETENCIES REQUIREMENTS: Reviewing stop-loss cases, making recommendations on potential cost of care, including lasers recommendations. Use established guidelines when conducting stop-loss case reviews. Works with underwriting team to identify potential high-risk claimants in new business and renewal groups. Elicits support from sales and account management, and underwriting. Use reporting and risk identification tools on medical and pharmacy claims to assess risk. Assists in responding to inquiries from...

The Premium Analyst plays a strategic role in supporting the financial operations of Health Solutions by overseeing complex premium allocation processes, developing analytical tools for executive reporting, and improving cross-departmental financial transparency. Working independently and collaboratively, this position ensures the integrity of premium reporting and contributes to ongoing operational and financial strategy through the use of advanced analytics and process improvement initiatives. ESSENTIAL EDUCATION AND EXPERIENCE : Bachelor’s Degree, or other related experience; at least one year of accounting experience with a Managing General Underwriter or Third-Party Administrator preferred. SKILLS/COMPETENCIES REQUIREMENTS : Excellent communication skills both verbal and written Proficient in Microsoft Word and Excel Experience with Connexure ESL Office preferred Prior experience posting premium preferred Experience working with an access database in the...

Consult with and advise group captive Board of Directors, execute business marketing strategies, support contact with existing and potential customers, identify their needs and manage ongoing services to meet those needs. Assist in developing and facilitating the proposal process for specific brokers/clients including pricing indication development and client presentations. Create and build long term client relationships. Requires extensive out of town travel, including proposal presentations, workshops, and board meetings. ESSENTIAL EDUCATION AND EXPERIENCE: Bachelor’s Degree in Business, Marketing/Sales, or other related discipline and at least five (5) years of experience in Health Insurance business development, underwriting or related. Experience with employee benefits and/or self-funded medical plans. SKILLS/COMPETENCIES REQUIREMENTS: Consult with Board of Directors on captive strategies, review and assess customer needs, and create customer relationships...