Senior Account Manager, Captive Insurance

🕒 August 5

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💰 Account Manager

👻 Ghost score 35%

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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

• Serve as the primary relationship manager for a portfolio of captive insurance clients • Build and maintain 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 written and verbal communication regarding client financial, regulatory, and operational matters • Review and oversee preparation of financial statements and supporting schedules • Review account reconciliations, journal entries, and accounting deliverables • Ensure compliance with accounting standards and regulatory requirements • Support statutory reporting and NAIC-related filings • 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 • 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 • Mentor and support 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 • CPA preferred • 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

🏖️ Benefits

• Competitive salary • Bonus plan • Generous benefits package • Career development opportunities • Mentorship • Flexible work environment • Opportunities for rewarding growth and advancement • Training, development, and technical coaching initiatives • Collaborative, supportive, and entrepreneurial work environment • Genuine equity and inclusion

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