Senior Account Manager, Captive Insurance

Reporting directly to the Director or Account Executive, the Senior Account Manager (Captive Insurance) is an experienced Account Manager who demonstrates leadership, initiative, and readiness to take on more complex responsibilities. This role manages the financial and regulatory affairs of a portfolio of captive insurance companies. No supervisory responsibilities are required.

​

Specific duties include:

• Prepare or peer review financial statements for each client.

• Oversee the annual audit process.

• Monitor liquidity needs and manage each client’s cash position.

• Process and oversee payments.

• Ensure compliance of investments with the Board-approved Investment Policy.

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

• Review, update and issue insurance and reinsurance documentation, including certificates of insurance.

• Issue notices of meetings (shareholders, directors, committees), prepare board packages, attend local meetings and draft minutes.

• Maintain a visible and respected profile for the firm in the local community.

• Respond promptly and professionally to client requests.

• Support Account Executives, Directors and Managing Directors on any additional duties as assigned.

• Ensure all clients’ records are accurate and up-to-date.

​