Senior Captive Manager

Overview

An organization is seeking an experienced Senior Account Manager to manage a portfolio of captive insurance clients. This senior individual contributor role involves financial oversight, regulatory compliance, governance support, and day-to-day client relationship management. The successful candidate will work independently while collaborating closely 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
• Collaborate with clients, brokers, and risk management advisors to design and implement captive programs
• Build trusted relationships with clients and provide clear, timely guidance on all 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 and implement captive program changes

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 in accounting, finance, risk management, or a related business field
• 5+ years of relevant experience in captive management, accounting, insurance, or finance
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint
• Strong written, verbal, and organizational skills
• Ability to manage multiple priorities in a deadline-driven environment

Preferred Qualifications

• CPA, ACI, MBA, or other relevant professional certification
• Familiarity with insurance contracts, risk financing, and risk management concepts is desirable
• Designations such as ARM, CIC, or CRM are a plus

Compensation and Benefits

The employer offers a competitive and comprehensive compensation package. The base salary range represents the anticipated low and high end for this position. Actual compensation will be influenced by factors including previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

Minimum Core Benefits (may improve depending on job level):

• Medical, dental, and vision plans starting from day one
• Life and accident insurance
• 401(k) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Additional Benefits:

• Digital mental health services
• Flexible work hours (availability varies by office and job function)
• Training programs
• Wellness programs including challenges, workshops, and digital fitness
• Charitable matching gift program

Benefits summary applies to full-time positions; details for other employment types will be provided during the selection process.

Location

[Not specified in the original description]

Equal Employment Opportunity

The organization is committed to equal employment opportunity and prohibits discrimination based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity or expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws.

Reasonable accommodations will be made for known physical or mental limitations of qualified individuals unless it would impose undue hardship on business operations.