Senior Account Manager (US-Based)

Advantage Life Insurance•Burlington, VT

About The Position

The Senior Account Manager will provide strategic consulting to clients regarding their captive insurance needs within the United States market. This role is responsible for the financial and regulatory reporting of a portfolio of captive insurance companies. The Senior Account Manager will regularly interact with professionals across a diverse client base, and will have the opportunity to support our clients with unique solutions.

Requirements

Ability to develop and communicate innovative solutions
Proven ability to establish work priorities and meet deadlines effectively
Strong attention to detail, with the ability to work both independently and collaboratively as a team member
Demonstrated effectiveness in preparing and delivering presentations to clients
Excellent interpersonal, written and verbal communication skills
Strong accounting knowledge and skills
Strong critical thinking and analytical skills
Proven experience in senior accounting/finance roles, preferably within captive management and/or insurance
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
Must be fluent in English, as this position interacts directly with U.S.–based clients

Responsibilities

Prepare feasibility studies for prospective captive clients
Develop and implement strategic initiatives for the existing client base
Perform all aspects of the financial reporting for client accounts
Serve as the primary point of contact for individuals from various departments from the client’s side, such as risk management, corporate controllership, tax and legal
Develop processes for client services processes to ensure the quality, accuracy and timeliness of financial reporting and regulatory filings
Mentor, train, develop and support the accounting team members
Coordinate efforts with external service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and external counsel to proactively meet client needs
Advise clients on strategies to optimize their captive insurance company and help develop solutions to complex client problems
Prepare and deliver materials and presentation for client board meetings
Prepare, review and file management and regulatory reports for Risk Retention Groups