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