Client Services Executive, Captives-Chicago, IL

Our client is a large regional brokerage that is experiencing explosive growth in Chicago currently. Their captive and private equity practice is in need of a dynamic individual to join their team as a Client Service Executive.

Client Service Executive, Captives Responsibilities:

• Support Captive and Private Equity Practices, in conjunction with the Practice Leader, to serve as a risk management consultant and insurance advisor in this industry. 
• Work closely with the Practice Leader in the effort to lead growth/development Private Equity (PE) Merger & Acquisition (M&A) and Captive practices. 
• Work with clients to complete M&A due diligence activities and render a report with appropriate findings; work with insurance carriers to arrange partnerships for the benefit of PE-M&A solutions. 
• Project manage initial captive prefeasibility analysis using existing financial and forecasting tools and manage the development of policy language for captive client opportunities. 
• Work with Client Executives and Office Heads in the production of new business revenue and client retention. 
• Support the Practice Leader in identifying opportunities resulting in revenue retention and growth through new accounts; and maximize revenue growth and ROI, by utilizing Client Executives, Risk Practice Associates and the M&A dedicated team to create and deliver client solutions. 

Client Service Executive, Captives Requirements:

• 5-8 years of insurance experience with a valid resident state agent’s license. 
• Proven success in a role facilitating consultative engagements related to, the captive insurance industry, emphasizing risk advisory feasibility, modeling, fact pattern analysis, and implementation services; 
• Ability to apply the following technical areas within the captive insurance industry: risk management and/or risk financing, insurance placement background; primary casualty program design, especially loss sensitive and collateral backed programs; and financial modeling. 

Please contact Scott Thompson for immediate confidential consideration and additional details.

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

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