Senior Account Manager, Captive Insurance

Strategic Risk Solutions•South Portland, ME

3d•Remote

About The Position

Strategic Risk Solutions Inc. (SRS) is seeking a Senior Account Manager to oversee a portfolio of captive insurance company clients, including risk retention groups. The role is responsible for client service delivery, financial statement oversight, regulatory reporting, audit coordination, board meeting preparation, and account team leadership. The successful candidate will bring substantial captive insurance experience and serve as a senior-level resource for clients and colleagues. The position combines technical accounting expertise with client relationship management in a specialized insurance environment. The Senior Account Manager serves as the primary relationship manager for assigned clients and oversees financial reporting, accounting, domicile regulatory filings, audits, and regulatory examinations. The role also mentors junior accounting and account management staff, reviews their work, and supports their training and development. This position is remote within the United States. SRS offers a competitive salary, bonus plan, and benefits package, with opportunities for growth and advancement in a collaborative environment.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
Experience with insurance accounting, regulatory reporting, audits, examinations, and client account management.
At least 6 years of progressive accounting, captive management, or insurance accounting experience.
Captive insurance experience.
Ability to manage competing priorities in a deadline-driven environment.
Strong organizational, analytical, and project management abilities.
Excellent verbal and written communication skills.
Experience managing client relationships and serving as a primary point of contact.
Strong knowledge of GAAP and statutory insurance accounting principles.

Nice To Haves

CPA.

Responsibilities

Serve as the primary relationship manager for a portfolio of captive insurance clients.
Build and maintain relationships with client executives, board members, regulators, auditors, actuaries, tax advisors, and banking partners.
Lead client meetings and participate in board meetings and strategic planning discussions.
Communicate in a timely and professional manner about client financial, regulatory, and operational matters.
Review and oversee the preparation of financial statements and supporting schedules.
Review account reconciliations, journal entries, and accounting deliverables.
Ensure compliance with applicable accounting standards and regulatory requirements.
Support statutory reporting and NAIC-related filings where applicable.
Oversee preparation and submission of domicile regulatory filings.
Coordinate annual reports, premium tax filings, and other regulatory requirements.
Partner with regulators and external service providers to ensure timely compliance.
Assist clients in responding to regulatory inquiries and examinations.
Manage annual financial statement audits and regulatory examinations.
Coordinate information requests, documentation, and communication among auditors, regulators, and clients.
Review audit deliverables and ensure timely resolution of issues.
Mentor and serve as a resource for junior accounting and account management staff.
Support training, development, and technical coaching initiatives.
Review team members’ work product and provide constructive feedback.
Foster collaboration, accountability, and service excellence across account teams.