Senior Account Manager - Captive Management

About the Role

Key Responsibilities

• Ensure strong relationships with clients, regulators, captive directors, and key service providers.
• Focus on financial statement review and/or preparation.
• Work as part of the Client Service Team and interact with clients, prospects, regulators, and external service providers.
• Liaise with insurance and reinsurance brokers as required.
• Assist with underwriting documentation and decisions in conjunction with the Client Service Team and Practice Underwriting resources.
• Monitor exposures and risk transfer pricing within the assigned portfolio.
• Obtain regulatory approval for changes to the business plan.
• Obtain Board approval for underwriting decisions.
• Monitor domicile solvency and capital requirements.
• Account for premiums and agree on reserving methodology.
• Ensure production of management financial statements, statutory accounts, budgets, cash flow statements, and supplementary information.
• Assist with adoption of appropriate accounting practices and ensure adherence.
• Manage or supervise cash requirements and liaise with investment managers.
• Coordinate board meetings, ensure timely production of board papers, minutes, and review prior to distribution.
• Address matters arising from client meetings and ensure timely completion of company secretarial functions.
• Ensure compliance with Corporate Governance.
• Assist in providing input on strategic and operational issues.
• Maintain contact with all client directors and keep Practice leadership informed of developments.
• Entertain clients and prospects as required.
• Support Senior Management with board insight and thought leadership.
• Promote adherence to Internal Control procedures and the WTW code of Conduct.

Requirements

• 4-year degree in Accounting, Finance or equivalent work experience, or CPA qualification.
• Advanced computer skills.
• In-depth knowledge and experience of captive insurance and the insurance industry, including accounting for captives, insurance products, and problem resolution.
• Familiarity with Willis Towers Watson platforms and structure.
• Ability to monitor quality control.
• Strong client relationship skills.
• Project management skills.
• Board meeting presentation skills.
• Working toward leadership and people management skills.
• Ability to solve complex issues and escalate highly complex issues appropriately.
• Influence and negotiation skills.
• Excellent verbal and written communication skills.

Nice to Have

• Experience with Willis Towers Watson systems.
• Leadership and people management development.

Qualifications

• 4-year degree in Accounting, Finance or equivalent work experience, or CPA qualification.

Benefits & Perks

• Base salary range of $80,000.00-$130,000.00 USD annually.
• Eligibility for an annual short-term incentive bonus.
• Comprehensive health and welfare benefits including medical, dental, vision, HSA, flexible spending accounts, life insurance, legal, identity theft protection, wellbeing programs, and work/life resources.
• Paid holidays, paid time off, short-term and long-term disability, and other leave benefits.
• Retirement plans including a qualified contributory pension and 401(k) with company contributions.
• Flexible work arrangements including hybrid work options.