Senior Account Manager

Job Overview:

Provide strategic consulting to customers on their Captive insurance needs. Responsible for the financial and regulatory reporting of a portfolio of captive insurance companies. You will regularly interact with senior professionals from a diverse client base, and you will have the opportunity to help our clients with unique solutions.

Job Responsibilities:

• Preparing feasibility studies for prospective captive clients
• Developing strategies for existing customer base
• Performing all aspects of the financial reporting for client accounts
• Serving as the primary contact for individuals from various departments from the client’s side, such as C suite, risk management, corporate controllership, tax, legal, etc.
• Develop processes for client services in order to ensure quality and timeliness of financial reporting and regulatory filings
• Mentor and develop accounting team members
• Coordinate efforts with outside service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and outside counsel to proactively meet client needs
• Strategize with clients on how best to optimize their captive insurance company and help develop solutions to complex client problems.
• Prepare and present materials during client board meetings
• Prepare and file management and regulatory reports including NAIC statements for Risk Retention Groups.

Skills and Qualifications:

• Ability to develop and communicate innovation solutions
• Ability to establish work priorities and manage time effectively
• Attention to detail and can work independently and as a team member
• Demonstrated effectiveness in presentations to clients
• Excellent interpersonal and communication skills
• Strong accounting skills
• Strong critical thinking skills
• Proven experience in senior accounting/finance roles, preferably within Captive Management and/or Insurance

Job Requirements:

• Bachelor’s degree in accounting, finance, or business administration
• Minimum of 5 to 10 years of experience, direct captive management experience a plus
• Experience with financial accounting/general ledger accounting software
• Proficiency in Microsoft Office – Excel, Word, and PowerPoint
• CPA, MBA or other financial professional certification