- Remote, United States
- Remote
- Full-time · Senior
- 3+ years
The Senior Captive Account Manager is responsible for managing a portfolio of captive insurance clients while working collaboratively with members of the Global Captive Solutions Team, providing strategic guidance on governance, financial reporting, and regulatory compliance.
Responsibilities
- Serve as the primary relationship manager for a portfolio of captive insurance clients, providing strategic guidance on governance, financial reporting, regulatory compliance, and operational best practices.
- Lead and facilitate engagement with boards, committees, regulators, auditors, actuaries, and other service providers while preparing for board meetings, annual meetings, and strategic planning sessions.
- Oversee the delivery and quality of client services, including financial statement review, insurance documentation, management reporting, regulatory filings, and compliance with domicile requirements.
- Anticipate client needs, resolve complex issues, and identify opportunities to enhance service delivery, strengthen relationships, and expand existing engagements.
- Mentor, coach, and develop team members through work review, technical guidance, onboarding, training, delegation, and individualized professional development plans.
Requirements
- Associate or Bachelor's degree in accounting, finance, business, or a related field
- Nice to have: CPA
- Nice to have: CPCU
- Nice to have: ACIA
- Nice to have: ARM