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Generic business image for news article Image: Judy Beeler/Capterra Risk Solutions

27 October 2021
US
Reporter Rebecca Delaney

Capterra adds captive account manager

Capterra Risk Solutions has appointed Judy Beeler as captive account manager responsible for working with clients, actuaries, accountants, attorneys and other services providers in all captive management services. The captive manager firm provides risk management services throughout the process of establishing a captive, including feasibility studies, business plan development, corporate governance, and underwriting expertise. In her new role, Beeler will underwrite the risk exposure and draft the policy language of self-insured arrangements, captive formations and other alternative risk management services, as well as draft proformas and underwriting analysis in support of submission to the domicile. In addition, Beeler will coordinate loss runs, provide claims committee oversight, and conduct board meetings for each captive insurance company client. Beeler previously served as account manager at Marthinsen & Salvitti Insurance Group, where she was responsible, among others, for identifying clients’ exposure to loss, negotiating competitive insurance programmes with underwriters, and monitoring the entire risk transfer process. Before this she was insurance coordinator at Beacon Communities, where she assisted management of the property and liability insurance programme, tracked and monitored general liability, auto and property insurance claims, and arranged inspections and certifications.

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