Senior Account ExecutiveApplication Deadline: 12 June 2026
Department: Business Support
Employment Type: Permanent - Full Time
Location: Home United States
Reporting To: Christopher Russin
DescriptionThis position is responsible for the day to day management of an increasingly complex portfolio of captive insurance clients, including risk retention groups, insurance reciprocal exchanges and/or other complex structures, the number of which varies depending on complexity of the accounts, as well as serving as a mentor and resource to Staff Accountants.
The Senior Account Executive will demonstrate ability to work independently, present financial statements at board meetings, serve as a mentor and resource to staff, as well as ability to train and lead. Assist company by adhering to and maintaining standards in accordance with ISMS policy and procedure.
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 BenefitsJoin us and enjoy our ever-evolving benefits, including but not limited to:
- Reward platform - discounts for over 800 retailers
- 25 days holiday (rising with service)
- Well-being centre
- Recognition programme
- Family friendly employer
- Pension - company contribution at 10%
- Life Assurance (10 x basic salary)
- Private medical with an annual health check
- Development, training, and professional qualification
- Employee volunteering programme
