Managing Director - Captive Insurance Banking

Duties and Responsibilities

• Pursue and win new client relationships in the Captive Insurance Banking space, consistent with target market criteria and risk tolerance.
• Manage a portfolio of Captive Insurance Banking clients, deepening the client relationship and identifying additional partnership opportunities.
• Lead team of cross-functional colleagues in collaborative pre-call planning sessions resulting in robust client interactions.
• Maintain an updated qualified prospect list that aligns with the risk profile of the bank.
• Proactively work to close opportunities within the pipeline.
• Identify and mitigate credit risks, make recommendations on appropriate credit structure, and effectively articulate bank recommendations to clients and prospective clients.
• Ensure the optimization of all customer relationships, generating and cross-selling of all applicable bank products.
• Provide senior leadership and mentorship to junior team members.

Basic Qualifications

• Bachelor's Degree or 4 or more years equivalent experience in accounting, finance or a related field
• 7 or more years' experience in Captive Insurance Banking or Captive Insurance industry in general.
• 5 or more years' experience of developing deep relationships across the Captive Insurance industry.
• 5 or more years' experience of subject matter expertise in the Captive Insurance Industry.
• 5 or more demonstrated years of proficiency with Microsoft Office products

Preferred Qualifications

• Master of Business Administration Degree
• Formal credit training and commercial banking underwriting experience.
• Ability and willingness to become proficient with critical proprietary systems.
• Knowledge of captive insurance standby letter of credit facilities, reinsurance trusts and general treasury management a depository products.
• Strong written and verbal communication and negotiation skill set.