Account Manager, Captive Insurance

This is a fully remote position, open to applicants in Canada.

📋 Description

• Oversee the financial and regulatory management of a portfolio comprising captive insurance companies.

• Prepare or conduct peer reviews of financial statements.

• Supervise the annual audit process.

• Monitor liquidity requirements and manage the cash positions of each client.

• Process and supervise payments.

• Ensure that investments adhere to Board-sanctioned investment policies.

• Maintain timely and professional communication with clients, service providers, and regulatory bodies.

• Manage documentation related to insurance and reinsurance.

• Issue notifications for shareholder, director, and committee meetings.

• Prepare board meeting packages.

• Participate in meetings either virtually or in person.

• Draft minutes for meetings.

• Cultivate client relationships and evolve into the primary contact for coordinating input from service providers and clients.

• Assist with responsibilities linked to an IRS Section 953(d) tax election for relevant clients.

• Provide support to Account Executives, Directors, and Managing Directors with additional tasks as needed.

• Aid in standardizing client working papers to enhance operational efficiency.

• Represent SRS in a professional manner within the local business community.

⛳️ Requirements

• Bachelor’s degree, ideally in Accounting or Business.

• Professional accounting certification such as CPA, CA, ACA, or ACCA.

• Three to five years of experience in financial accounting.

• Exceptional verbal and written communication abilities.

• Strong analytical, time-management, and prioritization skills.

• Demonstrated client-service capabilities.

• Ability to work both independently and as part of a team.

• Proficient in Microsoft Office Suite.

• Familiarity with the Cayman captive insurance sector is advantageous.

• Residing in Alberta or Halifax.

• CPA or equivalent professional accounting certification.

🏝️ Benefits

• Competitive salary.

• Bonus plan.

• Comprehensive benefits package.

• Generous benefits package.

• Flexible work environment.

• Opportunities for career development.

• Mentorship programs.

• Opportunities for rewarding growth and advancement.

• Collaborative working environment.

• Commitment to equity and inclusion.