Senior Account Executive

Key Responsibilities

• Responsible for the delivery of high-quality service, ensuring that all client service standards are met for portfolio of captive clients
• Responsible for adherence to established regulatory, company and client timelines and deadlines
• Responsible for following established guidelines, checklists and procedures, ensuring that managed companies remain compliant and internal controls are followed.  
• Responsible for enforcing said guidelines, checklists and procedures with managed staff
• Supervise, train, mentor and serve as a resource to Staff Accountants
• Preparation of periodic financial statement packages tailored to individual client needs and completion of self-review
• Preparation of quarterly and annual NAIC statements
• Preparation of written analysis of financial statements
• Planning and coordination of annual audit and actuarial review
• Maintain up to date knowledge of accounting, insurance and regulatory issues affecting captives

Skills, Knowledge & Expertise

• Bachelor’s Degree or higher with a concentration in Accounting or relevant equivalent experience
• CPA or CPA candidate
• 5 – 10 years of general accounting knowledge
• Achievement of Associate in Captive Insurance or similar designation
• Up to date knowledge of GAAP and insurance accounting principles
• Accounting research capability
• 5 years statutory or alternative market insurance account experience
• Advanced proficiency in software (Word, Excel, Outlook and QuickBooks)

Job Benefits

• Medical, dental, and vision plans to support your health and that of your family
• A 401(k) plan with employer matching
• Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
• Paid holidays
• Life insurance and short‑term and long‑term disability coverage