Senior Captive Account Manager

Accountabilities

Financial Reporting and Accounting: Prepare and oversee accurate monthly, quarterly, and annual financial reports for captive insurance companies, ensuring consistency, accuracy, and compliance with applicable accounting standards.
Regulatory Compliance: Complete and coordinate all required regulatory filings with relevant state authorities and captive insurance domiciles, maintaining up-to-date records and meeting statutory deadlines.
Premium Tax Management: Manage premium tax accounting, including calculations, filings, reconciliations, and ongoing compliance with applicable tax requirements.
Board Meeting Support: Prepare financial reports and supporting materials for Board of Directors meetings and participate in discussions to support informed decision-making.
Stakeholder Coordination: Collaborate with actuaries, auditors, brokers, third-party administrators (TPAs), insurance carriers, and other professional partners to coordinate reporting, resolve issues, and maintain effective working relationships.
Financial Monitoring: Monitor capital and surplus levels, cash flow, investments, collateral, and other key financial indicators to support the financial stability of captive insurance entities.
Underwriting and Claims Review: Review accounting treatments, claims bordereaux, and underwriting performance to identify discrepancies, assess results, and support appropriate financial oversight.
Captive Formation and Feasibility: Contribute to feasibility studies and the establishment of new captive insurance structures, providing financial and operational insights as needed.
Governance and Documentation: Maintain statutory records, governance documentation, and supporting financial information to ensure accurate recordkeeping and audit readiness.
Client Portfolio Management: Deliver responsive, thoughtful, and consistent service across multiple client accounts, balancing competing priorities while maintaining accuracy and meeting deadlines.
Continuous Improvement: Identify opportunities to improve reporting processes, strengthen compliance practices, and enhance the overall quality and efficiency of client service.
Requirements
Education: Bachelor's degree in Accounting, Finance, Risk Management, or a related discipline.
Professional Certifications: A CPA designation is preferred. Other relevant professional qualifications, including CA, ACI, CPCU, or ARM, are also accepted.
Relevant Experience: At least 5–7 years of experience in captive insurance, accounting, financial management, or a closely related field.
Premium Tax Expertise: Demonstrated experience managing premium tax calculations, reporting, filings, and compliance requirements.
Captive Insurance Knowledge: Strong understanding of captive insurance structures, reinsurance arrangements, underwriting principles, and the coordination of actuarial activities.
Financial Reporting and Regulatory Knowledge: Experience preparing financial statements, managing statutory reporting, and maintaining compliance with regulatory obligations applicable to captive insurance entities.
Technical Proficiency: Advanced Excel skills and experience using financial reporting, accounting, or other relevant business systems.
Analytical and Organizational Skills: Excellent attention to detail, strong analytical capabilities, and the ability to manage multiple client accounts and overlapping reporting deadlines.
Communication and Client Service: Strong written and verbal communication skills, with a professional, responsive, and solutions-oriented approach to client relationships.
Independence and Adaptability: Ability to work autonomously, prioritize responsibilities effectively, and adapt to changing client needs in a deadline-driven environment.
Collaboration: Confidence working with internal teams and external professionals to resolve complex financial, accounting, and regulatory matters.
Benefits
Fully Remote Work: A remote working arrangement designed to provide flexibility and support work-life balance.
Full-Time Employment: A full-time position offering the opportunity to develop expertise in a specialized area of insurance and risk management.
Professional Development: Opportunities to strengthen captive insurance, financial reporting, regulatory compliance, and client management expertise.
Collaborative Work Environment: Work alongside experienced professionals and external specialists across the captive insurance and alternative risk management sectors.
Meaningful Client Impact: Help organizations develop and maintain insurance solutions that support long-term financial stability and effective risk management.
Relationship-Driven Culture: Join a team that values trust, collaboration, thoughtful service, and strong professional relationships.
Career Growth: Opportunities to expand technical expertise and contribute to complex client engagements within a specialized insurance practice.