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. ICT seeks 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.

• 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.

• Paid parental leave and supportive new‑parent benefits.
• Company‑paid continuing education and tuition reimbursement.
• 401(k) profit sharing: a lump‑sum contribution to every full‑time employee’s 401(k) each year.
• Generous time‑off practices in addition to paid holidays.
• Paid volunteer time off and employee matching gifts to charities.
• DE&I programs: paid Diversity Day time off, a Chief Diversity Officer, and a DE&I project team, committee, and interest group.
• Consistent merit increase and promotion opportunities.
• Discretionary bonus opportunity each year.

Holmes Murphy & Associates is an Equal Opportunity Employer.