Account Manager II, Captive Insurance

Strategic Risk Solutions•Burlington, VT

About The Position

This is more than a traditional accounting role. At Strategic Risk Solutions (SRS), you'll apply accounting expertise in a specialized, client-facing captive insurance environment. As an Account Manager II, you will manage the financial and regulatory affairs of captive insurance clients, including risk retention groups, while taking on more complex accounts and expanding your review of junior team members' work. Strategic Risk Solutions is seeking an Account Manager II to manage financial reporting, regulatory compliance, audit support, and client service activities for a portfolio of captive insurance companies. In this role, you will prepare and review accounting deliverables, coordinate regulatory reporting, support board and governance activities, work with auditors and regulators, and help ensure high-quality client service across assigned accounts.

Requirements

Accounting degree required.
4-7 years of financial accounting experience.
Comprehensive and current technical knowledge and practical experience in insurance accounting.
Experience with Microsoft Office and advanced Excel skills.
Strong client service skills and effective verbal and written communication skills.
Self-driven work style with the ability to work independently or as part of a team in a fast-paced environment where time management and prioritization are essential.

Responsibilities

Prepare accurate and timely monthly or quarterly journal entries and financial statements for client companies.
Manage the financial and regulatory affairs of a portfolio of captive insurance companies, including risk retention groups.
Take on more complicated accounts and expand review responsibilities for work completed by more junior staff.
Assist with statutory financial accounting statements and NAIC reporting for risk retention groups and commercial insurance company clients.
Assist with member accounting statements for group captive programs, as appropriate.
Prepare and file regulatory reports required by domicile regulators accurately and on time.
Prepare and file premium and excise tax returns for captive clients, following applicable state, county, and local requirements and deadlines.
Maintain timely documentation in captive permanent files.
Develop knowledge of captive corporate governance and related documentation.
Prepare board meeting materials and support client governance activities.
Assist with client, service provider, and regulator communications, including video meetings, phone calls, emails, and in-person meetings.
Liaise with clients, third-party service providers, and state regulators.
Support client financial audits and regulatory examinations by collaborating with external auditors and regulators, providing required documentation, and responding to account-related inquiries.
Serve as the primary individual responsible for providing audit information for assigned accounts.
Review reconciliation and disbursement activities performed by Assistant Account Managers I and II.