Senior Account Manager

Advantage Life Insurance • Burlington, VT

2d

About The Position

The Senior Account Manager provides strategic consulting to customers on their captive insurance needs and is responsible for the financial and regulatory reporting of a portfolio of captive insurance companies. The role regularly interacts with senior professionals across a diverse client base and helps clients develop solutions tailored to their needs.

The position involves preparing feasibility studies, developing strategies for existing customers, managing financial reporting and regulatory filings, and serving as the primary client contact across functions such as executive leadership, risk management, controllership, tax, and legal. It also includes coordinating with outside service providers, mentoring accounting team members, presenting materials at client board meetings, and advising clients on optimizing their captive insurance companies.

Requirements

• Bachelor’s degree in accounting, finance, or business administration.
• Minimum of 5 to 10 years of experience.
• Proven experience in senior accounting or finance roles; captive management and/or insurance experience is preferred.
• Experience with financial accounting/general ledger accounting software.
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
• CPA, MBA, or other financial professional certification.
• Strong accounting skills.
• Strong critical thinking skills.
• Excellent interpersonal and communication skills.
• Demonstrated effectiveness in presentations to clients.
• Ability to develop and communicate innovative solutions.
• Ability to establish work priorities and manage time effectively.
• Attention to detail and ability to work independently and as a team member.

Nice To Haves

• Direct captive management experience.
• Experience in captive management and/or insurance.

Responsibilities

• Prepare feasibility studies for prospective captive clients.
• Develop strategies for the existing customer base.
• Perform all aspects of financial reporting for client accounts.
• Serve as the primary contact for client-side professionals across departments, including C-suite, risk management, corporate controllership, tax, and legal.
• Develop client-service processes to ensure the quality and timeliness of financial reporting and regulatory filings.
• Mentor and develop accounting team members.
• Coordinate with outside service providers, including actuaries, auditors, investment managers, brokers, claims adjusters, and outside counsel, to proactively meet client needs.
• Strategize with clients on optimizing their captive insurance companies and develop solutions to complex client problems.
• Prepare and present materials during client board meetings.
• Prepare and file management and regulatory reports, including NAIC statements for Risk Retention Groups.

What This Job Offers

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