Account Executive

This is a fully remote position, open to applicants in Alabama, +42 more states.

📋 Description

• Lead, motivate, and oversee a team of account managers involved in recruiting, hiring, onboarding, training, career development, and performance management.

• Act as the executive relationship manager and trusted advisor for designated captive insurance clients.

• Offer strategic advice on operations, governance, financial performance, insurance, and long-term goals.

• Facilitate client, board, and stakeholder meetings while presenting financial and operational outcomes.

• Manage intricate client engagements, address escalated issues, and pinpoint opportunities to enhance client value and service delivery.

• Propel operational excellence by implementing process improvements, best practices, quality standards, and ensuring compliance with service deadlines.

• Provide executive oversight for financial reporting, regulatory filings, risk management activities, and domicile compliance obligations.

• Work collaboratively with auditors, actuaries, legal counsel, regulators, and other service providers.

• Foster business growth through client retention and expansion, proposal development, prospect engagement, industry involvement, and thought leadership.

• Undertake additional duties and special projects as required.

⛳️ Requirements

• Bachelor's degree in accounting, finance, business administration, or a related field.

• A minimum of seven years of experience in captive insurance, auditing, risk management, or captive management.

• Preferred professional designations include CPA, CPCU, ACIA, ARM, ACI, or similar.

• Proven experience in leadership and people management.

• Strong knowledge of captive insurance operations, financial reporting, and regulatory compliance.

• Demonstrated ability to manage complex client relationships and juggle multiple priorities.

• Advanced skills in Microsoft Excel, Word, PowerPoint, and Outlook.

• Experience in presenting to boards of directors and executive leadership teams.

• Background in strategic planning, budgeting, and resource management.

• Willingness and ability to travel for meetings, conferences, or other business-related activities.

• Must possess legal authorization to work in the United States.

🏝️ Benefits

• People-first workplace culture.

• Career support with purpose.

• Family-oriented team environment.

• Willingness and ability to travel for meetings, conferences, or other business-related functions.