Account Manager, Captive Insurance

🔥 2 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 13%

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Strategic Risk Solutions

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Strategic Risk Solutions is the world's largest independent insurance company manager specializing in captive insurance. With over 25 years of experience, they collaborate with clients to establish tailored insurance solutions that help businesses control and leverage their risks. SRS is committed to delivering exceptional management and strategic advice, ensuring clients can navigate complex risk management challenges effectively and achieve cost-saving opportunities.

📋 Description

• Manage the financial and regulatory affairs of a portfolio of captive insurance companies • 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 • 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 • Draft meeting minutes • Develop client relationships and grow into the key contact coordinating input from service providers and the client • Support responsibilities associated with an IRS Section 953(d) tax election for applicable clients • Support Account Executives, Directors, and Managing Directors with additional duties as assigned • Help standardize client working papers to improve operational efficiency • Represent SRS 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 • Ability to work independently and collaboratively • Proficiency in Microsoft Office Suite • Knowledge of the Cayman captive insurance industry is beneficial • Based in Alberta or Halifax • CPA or equivalent professional accounting qualification

🏖️ Benefits

• Competitive salary • Bonus plan • Benefits package • Generous benefits package • Flexible work environment • Career development opportunities • Mentorship • Opportunities for rewarding growth and advancement • Collaborative environment • Equity and inclusion

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