Job Summary

The Captive Specialist serves as HUB's subject matter expert on captive insurance programs within the Commercial Lines Account Service team, supporting the growth and service excellence of the Acsend captive program and HUB's captive facilities. This role provides technical expertise, program administration, and account service support that enables Producers to develop new captive business, while ensuring existing captive program members receive best-in-class service. The Captive Specialist acts as the primary liaison to captive groups translating program requirements, updates, and reporting needs into actionable support for internal teams.

Duties & Responsibilities

Captive Program Support & Operational Excellence (Acsend)

• Supports the ongoing growth and administration of the Acsend captive program by maintaining program documentation, tracking member status, and coordinating renewal timelines
• Serves as the primary liaison with captive groups, relaying program updates, requirements, and reporting needs to internal teams
• Prepares and coordinates captive program Stewardship Reports for members and leadership
• Develops and maintains marketing collateral, presentations, and educational materials that support the Acsend program's visibility and member engagement
• Coordinates and supports captive program events, board meetings, and best-practice/loss-control meetings
• Provides subject matter expertise on captive structures, feasibility, and program mechanics to internal teams and Producers

New Business Support (Captive Facilities)

• Supports Producers in identifying prospective clients suited to captive placement by providing captive program expertise and feasibility insight
• Assists in the preparation of captive proposals, submissions, and RFP materials for new business opportunities
• Reviews new business submissions and related underwriting data for completeness and accuracy; coordinates submission to captive facilities/carriers
• Supports Producer-led presentations of captive solutions by providing technical materials, program data, and subject matter expertise
• Performs other duties and projects as assigned.

Key Performance Indicators

• Organic Growth (Acsend Program)
• Retention of captive accounts
• File Quality
• Renewal Timeliness
• Producer Satisfaction
• Stewardship Reports

Qualifications

• High School Diploma / GED; college degree preferred
• 2+ years of experience in commercial insurance, captive programs, or related specialty insurance line
• Active California P&C license, or willingness to obtain within 6 months
• Familiarity with captive insurance concepts (feasibility, formation, program structure, loss-sensitive rating) preferred
• Strong organizational and documentation skills; experience supporting submissions, proposals, and program tracking

Knowledge / Skills / Abilities

• Knowledge of captive insurance structures (group, single-parent, agency) and program mechanics, including feasibility assessment, loss-sensitive rating, and program governance.
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs.
• Ability to effectively work with a team and coach others in developing their skills and abilities.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

Leadership Capabilities

• Identifies and resolves strategic challenges.
• Engages in learning and development using a growth mindset.
• Uses knowledge of market, industry, and company trends to set priorities.
• Looks for ways to improve efficiencies and generate revenue.
• Recognizes the need to adapt and respond to change.
• Proactively helps and involves others.
• Creates an environment with open and direct and respectful communication.

Working Conditions and Physical Demands

• This position primarily involves remaining in a stationary position for the majority of the workday.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

You are perfect for this opportunity if you
• Hold a high school diploma/GED (college degree strongly preferred)
• Have at least 5+ years of related commercial lines insurance experience
• Are currently licensed in good standing
• Demonstrated interpersonal skills with the ability to effectively interact with all levels within the organization
• Demonstrated presentation skills
• Demonstrated oral and written communication skills
• Have the confidence and demeanor to effectively interact with all levels within the organization
• Are computer literate - Microsoft Office Suite and Outlook

#LI-JD

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent