Captive Associate

Job Description

Innovative Captive Strategies (ICS) partners with organizations to design and manage captive insurance solutions that drive smarter risk financing decisions. We are a collaborative, growth‑focused team that values trust, learning, and strong relationships—both internally and with our partners.

ICS is seeking a motivated Captive Associate to play a key role in supporting our sales and business development efforts. This role is ideal for someone eager to build a career in insurance, captive solutions, and consultative sales support. You’ll gain hands‑on exposure to pipeline management, Salesforce, proforma analysis, and client‑facing presentations while learning directly from experienced sales professionals. In this role, you’ll support sales and business development teams by helping manage opportunities, strengthening agency relationships, and ensuring accurate, actionable data.

• Proactively generate lists for sales teams related to missed or prior opportunities.
• Monitor and follow up on open Salesforce opportunities weekly, coordinating updates with Business Development.
• Learn and observe Captive 101 webinars, draft follow‑up communications, and begin presenting content once prepared.
• Participate in internal and external proforma review presentations, including creating and maintaining presentation materials.
• Create, manage, and maintain Salesforce contacts and opportunity data.
• Draft agency outreach and follow‑up emails for sales teams.
• Support agency relationship management, including building agency meeting materials and presentations.

• High school diploma required; college degree preferred.
• Active state‑specific Life & Health insurance license, or ability to obtain within three months of hire.
• Previous work or internship experience preferred, ideally within insurance, brokerage, or a related provider organization.

• Exposure to captive insurance and advanced risk financing strategies.
• Strong mentorship and learning opportunities.
• Collaborative, relationship‑driven culture.
• Opportunity to grow within sales, consulting, or client‑facing roles.

• Paid Parental Leave and supportive New Parent Benefits.
• Company‑paid continuing Education & Tuition Reimbursement.
• 401k Profit Sharing.
• Generous time‑off practices in addition to paid holidays.
• Paid Volunteer time off and employee matching gifts to charities.
• DE&I programs, including a Chief Diversity Officer and various initiatives.
• Consistent merit increase and promotion opportunities.
• Discretionary bonus opportunity.

Holmes Murphy & Associates is an Equal Opportunity Employer.