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Captive Insurance Account Manager Jobs in Wisconsin

W3Global Inc.

Licensed Insurance Account Manager

Niagara, WI · On-site +1

$40K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Licensed Insurance Account Manager Job Overview Welcome to Our Client, a trusted part of the Niagara, Wisconsin community for years. As a local independent agency, we take pride in building long-term ...

APR

Personal Lines Account Manager | CSR

La Crosse, WI

$60K - $80K/yr

Insurance Job: Personal Lines Account Manager | CSR Insurance Agency Location: La Crosse, WI Salary: $60k-$80k + Benefits Independent insurance agency is seeking a licensed personal lines account ...

APR

Personal Lines Account Manager | Remote

Eden, WI · Remote

$60 - $80K/hr

The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle ...

BWO Insurance

Account Executive

Oak Creek, WI · On-site

Serve as the main contact for clients, managing their personal or commercial insurance accounts. * Respond promptly and professionally to client inquiries and provide effective solutions. * Assist ...

1moh

Account Manager

Chippewa Falls, WI · On-site

$25/hr

  • Medical

  • Retirement

  • PTO

Account Manager Job Summary The Account Manager serves as a trusted partner to clients, ensuring their insurance needs are met with accuracy, care, and responsiveness. This role supports client ...

Timothy Jon & Associates

Insurance Risk Manager

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Captive insurance management experience (831(b) and 831(a)) * Multiline and multistate claims investigation and documentation experience * Experience resolving large property loss claims, including ...

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All JobsCaptive Insurance Account JobsCaptive Insurance Account Manager JobsCaptive Insurance Account Manager Jobs in Wisconsin

Captive Insurance Account Manager information

See Wisconsin salary details

$26.7K

$53.1K

$77.2K

How much do captive insurance account manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for captive insurance account manager in Wisconsin is $53,085.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $59,600.00 per year, depending on experience, location, and employer.

What are some common challenges faced by captive insurance account managers when coordinating between clients and service providers?

Captive Insurance Account Managers often navigate complex regulatory requirements and varied client expectations while ensuring smooth communication between clients, underwriters, and third-party service providers. Balancing the specific needs of each captive with compliance standards and timely reporting can be challenging, especially during renewal periods or audits. Strong organizational skills and proactive relationship management are key to overcoming these challenges and maintaining client satisfaction.

What are the key skills and qualifications needed to thrive as a captive insurance account manager?

To thrive as a Captive Insurance Account Manager, you need expertise in insurance principles, risk management, financial analysis, and typically a bachelor’s degree in finance, accounting, or a related field. Familiarity with insurance management software, regulatory compliance systems, and certifications like ACI (Associate in Captive Insurance) are commonly required. Strong organizational skills, attention to detail, and effective communication set top performers apart in managing client relationships and complex insurance structures. These skills ensure regulatory compliance, accurate reporting, and sustained client trust in a highly specialized insurance sector.

What is the difference between Captive Insurance Account Manager vs Insurance Underwriter?

AspectCaptive Insurance Account ManagerInsurance Underwriter
CredentialsInsurance licenses, industry certificationsInsurance licenses, actuarial or underwriting certifications
Work EnvironmentClient-focused, managing captive insurance accountsAssessing risk, evaluating insurance applications
Employer & IndustryCaptive insurance companies, risk management firmsInsurance carriers, underwriting agencies

While both roles involve insurance expertise, the Captive Insurance Account Manager primarily manages client accounts within captive insurance companies, focusing on client relationships and policy administration. In contrast, the Insurance Underwriter evaluates risks and determines policy terms. Understanding these differences helps clarify career paths and job expectations in the insurance industry.

What is a captive insurance account manager?

A Captive Insurance Account Manager is a professional responsible for overseeing the day-to-day administration and management of captive insurance companies. They handle tasks such as regulatory compliance, financial reporting, policy issuance, claims management, and communication between the captive owner and service providers. Their role is crucial in ensuring that the captive operates efficiently, meets all legal requirements, and achieves its financial and risk management objectives. Account managers also provide strategic advice to optimize the captive’s performance and value.

What are popular job titles related to Captive Insurance Account Manager jobs in Wisconsin?

For Captive Insurance Account Manager jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Captive Insurance Account Manager jobs in Wisconsin look for?

The top searched job categories for Captive Insurance Account Manager jobs in Wisconsin are:

What cities in Wisconsin are hiring for Captive Insurance Account Manager jobs?

Cities in Wisconsin with the most Captive Insurance Account Manager job openings:

Captive Insurance Account Manager jobs near you

Licensed Insurance Account Manager

Cha & Associates, Inc. - American Family Insurance

Madison, WI • On-site

$60K - $70K/yr

Full-time

PTO

Posted 9 days ago

Job description

Benefits:
  • Work from Home Hybrid Opportunities
  • Heath Insurance stipend
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Cha & Associates American Family Insurance | Madison, WI

Build Relationships. Protect What Matters. Grow Your Insurance Career.
Cha & Associates American Family Insurance is seeking a Licensed Insurance Account Manager to join our growing team in Madison, WI. This role is ideal for someone who takes pride in delivering exceptional service, proactively managing client accounts, and identifying opportunities to ensure customers have the right protection as their needs evolve.
You'll work closely with existing clients, handling day-to-day service needs while conducting thoughtful policy reviews and identifying opportunities to strengthen their overall insurance program.
If you're licensed, organized, customer-focused, and enjoy being a trusted resource for your clients, we'd love to meet you.
Why Join Cha & Associates?
  • Competitive base salary plus commission and bonus opportunities.
  • Established American Family Insurance agency with a loyal client base.
  • Supportive, team-oriented work environment.
  • Ongoing training and professional development.
  • Opportunities for career advancement.
  • The opportunity to build lasting client relationships and make a meaningful impact.
  • A role where your insurance knowledge and client service skills are valued.
What You'll Do
As a Licensed Insurance Account Manager, you'll serve as a trusted point of contact for existing clients, providing proactive service and helping them navigate their insurance needs throughout the life of their policies.
Responsibilities
  • Manage and service a book of Personal Lines insurance accounts.
  • Build and maintain strong, long-term relationships with existing clients.
  • Respond to customer questions and service requests by phone, email, and in person.
  • Assist clients with policy changes, renewals, billing questions, claims support, and coverage updates.
  • Conduct proactive policy reviews to identify changing needs and potential coverage gaps.
  • Recommend appropriate insurance solutions based on each client's individual situation.
  • Identify account rounding and cross-selling opportunities that provide additional value and protection.
  • Educate clients on coverage options, policy features, discounts, and available products.
  • Follow up with customers to ensure satisfaction and strengthen retention.
  • Process policy transactions accurately and maintain complete, organized client records.
  • Coordinate with insurance carriers and internal team members to resolve client needs efficiently.
  • Identify opportunities for referrals and new business through strong client relationships and exceptional service.
  • Collaborate with the team to achieve agency service, retention, and growth goals.
What We're Looking For
Preferred Qualifications
  • Active Property & Casualty Insurance License required.
  • Previous insurance agency experience strongly preferred.
  • Experience managing and servicing Personal Lines accounts.
  • Experience with policy changes, renewals, endorsements, and customer service.
  • Life Insurance License is a plus or willingness to obtain.
  • Familiarity with agency management systems and insurance technology.

Who Thrives in This Role?
This position is perfect for a licensed insurance professional who enjoys helping people, solving problems, and becoming a trusted resource for clients. The most successful Account Managers understand that exceptional service is about more than simply answering questions—it's about proactively reviewing coverage, anticipating client needs, and making sure customers have the protection that's right for them.
Apply today and take the next step in your insurance career with Cha & Associates American Family Insurance in Madison, WI!

Flexible work from home options available.