Senior Accountant/Account Manager, Captive Insurance

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

📋 Description

• Act as the main relationship manager for a portfolio of captive insurance clients.

• Establish and nurture relationships with client executives, board members, regulators, auditors, actuaries, tax advisors, and banking partners.

• Lead client meetings and engage in board meetings and strategic planning discussions.

• Provide both written and verbal communication regarding client financial, regulatory, and operational matters.

• Review and supervise the preparation of financial statements along with supporting schedules.

• Assess account reconciliations, journal entries, and accounting deliverables.

• Ensure adherence to relevant accounting standards and regulatory requirements.

• Support statutory reporting and filings related to NAIC.

• Oversee the preparation and submission of domicile regulatory filings.

• Coordinate the annual reports, premium tax filings, and other regulatory obligations.

• Collaborate with regulators and external service providers to guarantee timely compliance.

• Assist clients in addressing regulatory inquiries and examinations.

• Manage annual financial statement audits and regulatory examinations.

• Organize information requests, documentation, and communication among auditors, regulators, and clients.

• Review audit deliverables and ensure prompt resolution of issues.

• Mentor and support junior accounting and account management personnel.

• Facilitate training, development, and technical coaching initiatives.

• Review work outputs and offer constructive feedback.

• Promote collaboration, accountability, and service excellence within account teams.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• Experience in insurance accounting, regulatory reporting, audits, examinations, and client account management is essential.

• A minimum of 6 years of progressive accounting, captive management, or insurance accounting experience.

• Captive insurance experience is mandatory.

• CPA certification is preferred.

• Ability to efficiently manage competing priorities in a fast-paced, deadline-driven environment.

• Strong organizational, analytical, and project management skills.

• Excellent verbal and written communication abilities.

• Proven experience in managing client relationships and serving as the primary point of contact.

• Robust understanding of GAAP and statutory insurance accounting principles.

• Must be remote within the United States.

• Must have appropriate employment eligibility to work in the United States.

🏝️ Benefits

• Competitive salary.

• Bonus plan.

• Generous benefits package.

• Opportunities for career development.

• Mentorship programs.

• Flexible work environment.

• Opportunities for meaningful growth and advancement.

• Collaborative, supportive, and entrepreneurial workplace.

• Commitment to genuine equity and inclusion.