Senior Account Manager - Captives

Overview

The organization is seeking an experienced Senior Account Manager to manage a portfolio of captive insurance clients. This is a senior individual contributor role responsible for financial oversight, regulatory compliance, governance support, and day-to-day client relationship management. The successful candidate will work independently while collaborating with internal teams and external service providers to deliver high-quality, compliant, and responsive client service.

Responsibilities

Client & Portfolio Management

• Serve as the primary point of contact for a portfolio of captive insurance clients
• Build trusted relationships and provide clear, timely guidance on captive-related matters
• Deliver a high standard of customer service to clients and service providers

Financial & Regulatory Oversight

• Monitor client cash flow and prepare or review financial statements, management reports, and budgets
• Compile, consolidate, and analyze financial information for captive clients
• Prepare or review regulatory filings and ensure ongoing compliance with captive insurance regulations
• Support client business plan changes and communicate with captive regulators

Governance & Board Support

• Prepare or review materials and present at captive Board of Director meetings
• Clearly explain accounting and financial concepts to non-finance stakeholders

Service Provider & Internal Coordination

• Coordinate with auditors, actuaries, attorneys, regulators, and other service providers
• Facilitate annual captive audits, including gathering documentation and supporting timely completion and filing
• Partner with internal and external teams to support annual insurance policy renewals

Team Collaboration

• Work effectively within a team environment to support shared client and business objectives
• May provide guidance or oversight to other team members without formal people-management responsibility

Requirements

• Bachelor’s degree and 7 or more years of client service and/or claims management experience OR High School degree and 12 years of experience
• License required
• Excellent verbal and written communication skills
• Ability to manage multiple priorities in a deadline-driven environment
• Ability and willingness to travel approximately 25% of the time

Preferred Qualifications

• Professional designation or higher education may be preferred, such as CPA or MBA

Compensation & Benefits

• Competitive compensation
• Comprehensive benefits programs designed to support well-being
• Career development opportunities and ongoing learning
• Collaborative, people-first culture with accessible leadership
• Opportunity to do meaningful work with global reach and local impact

Location

• Travel required: approximately 25% of the time