Account Manager, Captive Insurance

Overview

The organization is seeking an accounting professional to join its servicing team. This predominantly remote role is based in Alberta or Halifax and will manage the financial and regulatory affairs of a portfolio of captive insurance companies.

Responsibilities

Accounting, Financial Reporting, and Cash Management

• Prepare or peer review financial statements.
• Oversee the annual audit process.
• Monitor liquidity needs and manage each client’s cash position.
• Process and oversee payments.
• Ensure investments comply with Board-approved investment policies.

Client, Regulatory, and Governance Support

• Maintain timely and professional communication with clients, service providers, and regulators.
• Oversee insurance and reinsurance documentation.
• Issue notices for shareholder, director, and committee meetings; prepare board packages; attend meetings virtually or in person; and draft minutes.
• Develop client relationships and grow into the key contact coordinating input from service providers and the client.
• For applicable clients, support responsibilities associated with an IRS Section 953(d) tax election.

Team and Operational Excellence

• Support Account Executives, Directors, and Managing Directors with additional duties as assigned.
• Help standardize client working papers to improve operational efficiency.
• Represent the organization professionally within the local business community.

Requirements

• Bachelor’s degree, preferably in Accounting or Business.
• Professional accounting qualification such as CPA, CA, ACA, or ACCA.
• Three to five years of financial accounting experience.
• Excellent verbal and written communication skills.
• Excellent analytical, time-management, and prioritization skills.
• Proven client-service skills and the ability to work independently and collaboratively.
• Proficiency in Microsoft Office Suite.

Preferred Qualifications

• Knowledge of the Cayman captive insurance industry is beneficial.

Compensation & Benefits

• Competitive salary.
• Bonus plan.
• Benefits package.

Location

• Alberta or Halifax (predominantly remote).