Account Manager - Captive Insurance

Advantage Life Insurance • Burlington, VT

1d

About The Position

Responsible for the financial and regulatory reporting of a portfolio of captive insurance companies including single parent and group captives, PCCs, and RRGs. Provide support consulting to customers on their Captive insurance needs within the United States market. You will regularly interact with senior professionals from a diverse client base, and you will have the opportunity to help our clients with unique solutions.

Requirements

• Strong ability to develop and communicate innovation solutions
• Ability to establish work priorities and manage time effectively
• Detail-oriented and capable of working independently as well as collaboratively and in a team setting
• Proven effectiveness in presentations to clients
• Excellent interpersonal and communication skills
• Strong accounting skills
• Exceptional thinking skills
• Proven experience in accounting/finance roles, preferably within Captive Management and/or Insurance industry
• Bachelor’s degree in accounting, finance, or business administration
• Minimum of 5 to 10 years of experience, direct captive management experience a plus
• Experience with Excel and financial accounting/general ledger accounting software
• Proficiency in Microsoft Office – Excel, Word, and PowerPoint
• CPA, MBA or other financial professional certification
• Advanced English proficiency required, as the role involves regular interaction with English-speaking clients.
• Willingness to travel up to 25% to the U.S. for business-related purposes.

Responsibilities

• Preparing feasibility studies for prospective captive clients
• Support leadership with strategies to enhance engagement for existing customer base
• Manage all aspects of the financial reporting for client accounts
• Serving as the primary contact for client representatives, including those in risk management, corporate controllership, tax, legal, and other departments.
• Establish and improve processes for client services in order to ensure quality and timely of financial reporting and regulatory filings
• Coordinate efforts with external service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and outside counsel to proactively meet client needs
• Collaborate with clients to optimize their captive insurance companies and develop innovative solutions to complex client challenges.
• Prepare and present materials during client board meetings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level