What are the responsibilities and job description for the Account Executive position at Trinity Captive Group?
Company Description Trinity Captive Group specializes in transforming how organizations manage healthcare benefits and risk strategies. By providing tailored captive insurance solutions, the company helps businesses gain greater control over insurance costs while enhancing benefit offerings. Trinity Captive Group focuses on maximizing clients’ financial performance through innovative, data-driven approaches to risk management. Team members collaborate closely with employers and advisors to design sustainable, long-term insurance solutions that align with organizational goals. The company fosters a professional, client-centric environment where strategic thinking and service excellence are highly valued.
Role Description The Account Executive is a full-time - in office position, located in Prosper, TX. This role is responsible for managing a portfolio of employer clients, serving as a primary point of contact for captive insurance programs and healthcare benefit solutions. Day-to-day activities include coordinating plan implementations, preparing and delivering presentations, responding to client inquiries, and ensuring high-quality service and timely follow-up. The Account Executive will analyze client data, support renewal and strategy meetings, collaborate with underwriting and actuarial teams, and assist in identifying opportunities for program enhancements or new business. This role also involves maintaining accurate documentation, contributing to process improvements, and representing Trinity Captive Group in professional meetings and industry events.
Qualifications
- Demonstrated skills in client relationship management, account servicing, and stakeholder communication.
- Experience in insurance, employee benefits, or risk management, preferably in captive or alternative risk solutions.
- Strong analytical and problem-solving abilities, including comfort with financial data and performance metrics.
- Proficiency in business communication, including preparing presentations, reports, and client-facing materials.
- Ability to work effectively in a hybrid environment, manage multiple priorities, and meet deadlines with minimal supervision.
- Collaborative mindset with the ability to work cross-functionally with sales, underwriting, operations, and leadership teams.
- Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent professional experience.
- Prior experience in a client-facing role and familiarity with healthcare benefit design are highly beneficial.