Senior Account Manager

Gallagher • Charleston, SC

1d

About The Position

We are seeking an experienced Senior Account Manager to manage a portfolio of captive insurance clients. This role is a senior individual contributor position with responsibility for financial oversight, regulatory compliance, governance support, and day‑to‑day client relationship management. The successful candidate will work independently while collaborating closely with internal teams and external service providers to deliver high‑quality, compliant, and responsive client service.

Requirements

• Bachelor’s degree in accounting, finance, or a related business field
• 3+ years of relevant experience in captive management, accounting, insurance or finance
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint
• Strong written, verbal, and organizational skills
• Ability to manage multiple priorities in a deadline‑driven environment

Nice To Haves

• CPA, ACI, MBA, or other relevant professional certification

Responsibilities

• Serve as the primary point of contact for a portfolio of captive insurance clients
• Build trusted relationships with clients and provide clear, timely guidance on all captive‑related matters
• Deliver a high standard of customer service to clients and service providers
• Monitor client cash flow and prepare or review financial statements, management reports, and budgets
• Compile, consolidate, and analyze financial information for captive clients
• Prepare or review regulatory filings and ensure ongoing compliance with captive insurance regulations
• Support client business plan changes and communicate with captive regulators
• Prepare or review materials and present at captive Board of Director meetings
• Clearly explain accounting and financial concepts to non‑finance stakeholders
• Coordinate with auditors, actuaries, attorneys, regulators, and other service providers
• Facilitate annual captive audits, including gathering documentation and supporting timely completion and filing
• Partner with internal and external teams to support annual insurance policy renewals
• Work effectively within a team environment to support shared client and business objectives
• May provide guidance or oversight to other team members without formal people‑management responsibility

Benefits

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave
• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program

What This Job Offers

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