Captive Consultant

Role Overview

• Support senior captive consultants and managing directors in servicing existing captive clients, including preparation of financial analyses, presentations, and client deliverables.
• Participate in client meetings, calls, and presentations, with increasing responsibility over time for discrete workstreams and client interaction.
• Assist in assessing client risk profiles and alternative risk financing strategies, including captive feasibility and optimization opportunities.
• Prepare and support captive feasibility studies, including financial modeling, funding analyses, and scenario evaluation.
• Review and interpret captive financial statements prepared by Brown & Brown, external actuaries, and auditors.
• Assist with premium cash flow analysis, loss run evaluation, reinsurance structures, and capital adequacy considerations.
• Maintain accuracy and organization of financial models, working papers, and supporting documentation for senior‑level review.
• Support research and analysis of captive domicile requirements, regulatory frameworks, and governance structures across U.S. and offshore domiciles.
• Assist with preparation for regulatory filings, audits, and examinations, under the direction of senior team members.
• Develop working knowledge of major U.S. domiciles and offshore domiciles, with exposure to additional international jurisdictions over time.
• Develop an understanding of large‑account insurance programs across multiple lines of business and industries.
• Build foundational knowledge of insurance brokerage operations and how captives integrate into broader risk and insurance programs.
• Provide internal and external education on captive insurance concepts as appropriate to experience level.
• Support new business initiatives, including preparation of prospect materials, pitch decks, and support for proposals.
• Assist in identifying opportunities to expand or enhance existing captive programs.
• Actively participate in training, mentorship, and professional development activities to build captive and alternative risk expertise.
• Collaborate effectively with internal teams, including actuaries, auditors, account managers, and producers.
• Manage multiple priorities and deadlines in a fast‑paced consulting environment.
• Perform other duties as assigned to support the captive practice.

Requirements

• Bachelor’s degree in accounting, finance, risk management, insurance, or a related field.
• 1–5 years of experience working with captive insurance programs, alternative risk financing, insurance consulting, or a related financial or risk discipline.
• Strong analytical skills and comfort working with financial data and Excel‑based models.
• Ability to interpret financial statements and actuarial or insurance‑related reports.
• Excellent interpersonal, written, and verbal communication skills.
• Ability to manage multiple tasks, prioritize work, and meet deadlines in a consulting environment.
• Proficiency with Microsoft Office products and ability to work at a computer and participate in calls or virtual meetings during standard business hours.

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.