客户成功总监，子公司
Customer Success Director, Captives
关于Accelerant
Accelerant是一个以数据驱动的风险交易平台，将特种保险风险的承保人与风险资本提供方连接起来。Accelerant由一群长期从事保险行业的高管和技术专家于2018年创立，他们有一个共同的愿景，就是重新构建风险交易的方式——让所有人都能更好地受益。Accelerant的风险交易平台在超过20个不同国家和250种特种产品中开展业务，我们自豪地了解到，我们的保险公司获得了AM Best A-（优秀）评级。如需更多信息，请访问。
职位描述：
作为客户成功总监，你将在建立Accelerant的自保业务中发挥关键作用。这是一个面向客户的职位，结合了关系管理、运营执行和财务纪律。一旦交易达成，你就是确保其真正落地的人。你将负责及时执行，确保再保险协议签署、信托账户和信用证设立、资金流动、分保结算，并且自保公司有一个可以联系的单一负责人处理财务和运营事务。自保业务的后端流程由你负责，同时你也会与自保公司所有者、他们的经纪人和顾问保持日常的运营关系。你将与法务、财务、运营、精算和财务团队合作，清除障碍，确保每笔交易从上线到续保都顺利进行。这是一个可以真正留下印记的机会，可以在多个团队和专业领域中拥有自主权、影响力和可见度。
职责：
- 作为Accelerant现有自保关系的日常联系人，担任客户在运营、合同和担保事项上的联络人，并负责自保的运营成功
- 与法务部门合作，推动再保险协议和项目时间表达到签署状态，跟踪未决意见，管理各方的反馈并及时升级任何阻碍
- 负责建立信托账户和信用证的流程，收集财务部门所需的对方信息和文件，并持续跟进直到担保措施到位
- 监控资金到账情况，追讨任何逾期的分保保费，并推动损失的及时收取和季度分保结算
- 全程负责新自保的上线工作，从尽职调查和内部审批到在我们的后端系统中正确设置，并提供支持
查看英文原文
About Accelerant
Accelerant is a data-driven risk exchange connecting underwriters of specialty insurance risk with risk capital providers. Accelerant was founded in 2018 by a group of longtime insurance industry executives and technology experts who shared a vision of rebuilding the way risk is exchanged – so that it works better, for everyone. The Accelerant risk exchange does business across more than 20 different countries and 250 specialty products, and we are proud that our insurers have been awarded an AM Best A- (Excellent) rating. For more information, please visit .
The Role:
As Customer Success Director, you’ll play a pivotal role in building Accelerant’s Captive practice. This is a client-facing role that blends relationship management, operational execution and financial discipline. Once a deal is bound, you’re the person who makes sure it actually happens. You'll own timely execution, making sure reinsurance agreements are signed, trusts and letters of credit are established, cash moves, cessions settle, and the captive has one person to call for finance and operational matters. The back-end workflow of the Captive practice sits with you, as does the day-to-day operational relationship with captive owners, their brokers and their advisors. You’ll partner with Legal, Treasury, Operations, Actuarial and Finance to clear obstacles and keep every deal on track from onboarding through renewal. This is an opportunity to make a real mark, working with autonomy, influence and visibility across multiple teams and disciplines.
Responsibilities:
- Act as the day-to-day point of contact for Accelerant’s active Captive relationships, serving as the client liaison on operational, contractual and collateral matters and owning the operational success of the Captive
- Partner with Legal to drive reinsurance agreements and program schedules to signature, tracking open comments, managing turnaround with all parties and escalating anything that stalls
- Own the workflow to get trust accounts and letters of credit established, gathering the counterparty information and documentation Treasury needs and staying on it until the collateral is in place
- Monitor cash receipts, chase any ceded premium that is past its contractual due date, and drive timely collection of losses and settlement of quarterly cessions
- Own the onboarding of new Captives end to end, from due diligence and internal approvals through to correct setup in our back-end systems, and support the Operations team in resolving bordereaux queries
- Act as the main point of contact for our outsourced captive manager, ensuring regulatory requirements are met across domiciles and monitoring the setup of new captive cells
- Monitor results and unit economics across the portfolio, produce the reporting that shows how each deal is performing, and flag deals that are trending off track
Skills & Qualifications
- 7+ years in insurance or reinsurance in an account management, client service or program operations role, with exposure to captives, fronting arrangements or delegated authority relationships
- Bachelor's degree in business, finance, risk management or a related field. A CPCU, ARe, ACI or similar professional qualification is a plus
- Familiarity with reinsurance structures and their accounting implications
- Relentless follow-through. This is someone who notices that an agreement is unsigned, a trust is unfunded or cash has not moved, and does not let it sit
- Excellent communicator who enjoys client contact and can engage credibly with captive owners, brokers and internal stakeholders
- Builds for scale rather than for the next deal, standardizing and automating manual work so the portfolio can grow without adding headcount
Preferred Experience
- Experience in a broker, captive, or MGA account management role, or a comparable client-facing servicing role in specialty insurance
- Hands-on experience with collateral mechanics, including Regulation 114 trusts, letters of credit and Schedule F implications
- Experience working through captive domicile requirements and cell formations, including alongside an outsourced captive manager
- Experience leading cross-functional projects across Legal, Treasury, Operations and Finance, and influencing senior stakeholders
- Track record of identifying and implementing process or performance improvements in a fast-growing, technology-led environment
Originally posted on Himalayas