Careers

Open Positions

 

Account Manager

The Account Manager provides comprehensive account management services to Capterra’s client base. The candidate should not only possess strong underwriting and risk management skills in property/casualty lines of business, but must also possess the ability to act as a quarterback in managing the overall client relationship including facilitating activities between vendors (CPA’s/Attorneys/Actuaries/Registered Agents).

As a key member of the Capterra team, the candidate should expect to be a professional partner of the Capterra Team as well as to deliver a premier client experience to a high net worth and demanding client base.

Specific responsibilities include:

  • Underwrite the risk exposures of each client; Willingness to learn new coverages with proficiency, including strong understanding of premium factors and appropriate rating matrices
  • Draft policy language / manuscript endorsements
  • Draft Business Plans, Proformas, and Underwriting Analysis in support of submission to domicile
  • Coordinate loss runs and provide claims committee oversight
  • Research and respond to questions from clients and related professionals via telephone, e-mail, written correspondence and in-person
  • Ability to comprehend complex legal documents including operating agreements, bylaws, and other corporate governance documents
  • Conduct board meetings for each captive insurance company under our management
  • Proactively follow–up on action items
  • Prepare reports and/or projects, which might include data collection, coordination, document preparation, and distribution

The position requires the following skills: 

  • Bachelor’s Degree, preferably in business, finance, accounting or English
  • Technical Risk Management & Underwriting background, having worked for a large property casualty carrier and/or broker
  • Captive Insurance experience is a plus
  • Excellent written and verbal communication skills with superior grammar; Ability to effectively communicate with clients is key
  • Meticulous organizational skills
  • Advanced level computer skills in the Microsoft Office Suite including MS Word, Excel and PowerPoint
  • Desire to maintain a flexible schedule and be able to work on a limited basis outside of the core business hours

In addition, the ideal candidate should: 

  • Have the ability to work with little or no supervision, meet deadlines, prioritize assignments, provide recommendations and effectively communicate updates
  • Be self-motivated and proactive in managing longer-term or ongoing administrative projects in balance with daily routine
  • Maintain a professional appearance and conduct
  • Be responsible, courteous and highly organized professional
  • Bring relationship building skills with clients and internal teammates
  • Have the ability to handle confidential and sensitive information
  • Understand complex financial reports

Capterra Risk has offices in Coraopolis, PA. The firm operates in a hybrid work environment with 2-3 days remote.

Please submit your resume to jobs@CapterraRisk.com