Senior Account Manager, Captive Insurance

Overview

This role oversees a portfolio of captive insurance company clients, serving as a senior-level resource for client service delivery and accounting/regulatory oversight.

Responsibilities

Client Relationship Management

• Serve as the primary relationship manager for a portfolio of captive insurance clients.
• Build and maintain strong relationships with client executives, board members, regulators, auditors, actuaries, tax advisors, and banking partners.
• Lead client meetings and participate in board meetings and strategic planning discussions.
• Provide timely and professional written and verbal communication regarding client financial, regulatory, and operational matters.

Financial Reporting & Accounting Oversight

• Review and oversee preparation of financial statements and supporting schedules.
• Review account reconciliations, journal entries, and accounting deliverables.
• Ensure compliance with applicable accounting standards and regulatory requirements.
• Support statutory reporting and NAIC-related filings where applicable.

Regulatory & Compliance Management

• Oversee preparation and submission of domicile regulatory filings.
• Coordinate annual reports, premium tax filings, and other regulatory requirements.
• Partner with regulators and external service providers to ensure timely compliance.
• Assist clients in responding to regulatory inquiries and examinations.

Audit & Examination Support

• Manage annual financial statement audits and regulatory examinations.
• Coordinate information requests, documentation, and communication among auditors, regulators, and clients.
• Review audit deliverables and ensure timely issue resolution.

Leadership & Team Development

• Serve as a mentor and resource for junior accounting and account management staff.
• Support training, development, and technical coaching initiatives.
• Review work product and provide constructive feedback to team members.
• Foster collaboration, accountability, and service excellence across account teams.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Experience with insurance accounting, regulatory reporting, audits, examinations, and client account management is required.
• 6+ years of progressive accounting, captive management, or insurance accounting experience.
• Captive insurance experience is required.
• Ability to effectively manage competing priorities in a deadline-driven environment.
• Strong organizational, analytical, and project management abilities.
• Excellent verbal and written communication skills.
• Experience managing client relationships and serving as a primary point of contact.
• Strong knowledge of GAAP and statutory insurance accounting principles.

Preferred Qualifications

• CPA preferred.

Compensation & Benefits

• Competitive salary
• Bonus plan
• Generous benefits package

Location

• Remote within the United States.

Additional Information

• Encouraged to apply even if not all qualifications are met.
• Equal opportunity employer.