Account Manager, Captive Insurance

Posted 5 Days Ago
Be an Early Applicant
Calgary, AB, CAN
In-Office
Mid level
Insurance
The Role
Manage the financial, regulatory, governance, and client-service affairs of captive insurance companies. Responsibilities include preparing or reviewing financial statements, overseeing audits, managing liquidity and payments, monitoring investment compliance, coordinating insurance documentation, supporting board meetings and regulatory requirements, and building client relationships. The role also supports operational improvements and requires collaboration with clients, auditors, regulators, banks, and professional service providers.
Summary Generated by Built In

Strategic Risk Solutions Inc. (SRS), the world’s largest independent insurance company manager, is growing and looking for an accounting professional to join its servicing team. Based in Alberta or Halifax, this predominantly remote role will manage the financial and regulatory affairs of a portfolio of captive insurance companies. The successful candidate will hold a CPA or equivalent professional accounting qualification and thrive in a collaborative, client-focused environment. 

Why Join SRS? 

  • Apply your accounting expertise in a more interactive, consultative, client-facing role. 

  • Build specialized knowledge in captive insurance, financial reporting, regulatory requirements, and client service. 

  • Work with clients, auditors, regulators, banks, and other professional service providers. 

  • Grow your career in a collaborative environment that values accuracy, communication, sound judgment, equity, and inclusion. 

  • Receive a competitive salary, bonus plan, and benefits package. 

Responsibilities 

Accounting, Financial Reporting, and Cash Management 

  • Prepare or peer review financial statements. 

  • Oversee the annual audit process. 

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

  • Process and oversee payments. 

  • Ensure investments comply with Board-approved investment policies. 

Client, Regulatory, and Governance Support 

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

  • Oversee insurance and reinsurance documentation. 

  • Issue notices for shareholder, director, and committee meetings; prepare board packages; attend meetings virtually or in person; and draft minutes. 

  • Develop client relationships and grow into the key contact coordinating input from service providers and the client. 

  • For applicable clients, support responsibilities associated with an IRS Section 953(d) tax election. 

Team and Operational Excellence 

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

  • Help standardize client working papers to improve operational efficiency. 

  • Represent SRS professionally within the local business community. 

Qualifications 

  • Bachelor’s degree, preferably in Accounting or Business. 

  • Professional accounting qualification such as CPA, CA, ACA, or ACCA. 

  • Three to five years of financial accounting experience. 

  • Excellent verbal and written communication skills. 

  • Excellent analytical, time-management, and prioritization skills. 

  • Proven client-service skills and the ability to work independently and collaboratively. 

  • Proficiency in Microsoft Office Suite. 

  • Knowledge of the Cayman captive insurance industry is beneficial. 

Encouraged to Apply 

We recognize that talented professionals bring a variety of experiences and perspectives. If you are excited about this opportunity but do not meet every preferred qualification listed, we encourage you to apply. We value curiosity, learning agility, collaboration, and a commitment to professional growth. 

About SRS 

SRS is the world’s largest independent insurance company manager. With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers. SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa. 

Offering a competitive salary, bonus plan, and a generous benefits package, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. The pace is dynamic and engaging, offering employees the opportunity to take on meaningful responsibilities, develop new skills, and grow their careers within a collaborative environment.

Equal Opportunity Employer 

SRS is an equal opportunity employer. For more information, please visit www.strategicrisks.com. 

Skills Required

  • Bachelor's degree, preferably in Accounting or Business
  • Professional accounting qualification such as CPA, CA, ACA, or ACCA
  • Three to five years of financial accounting experience
  • Excellent verbal and written communication skills
  • Excellent analytical, time-management, and prioritization skills
  • Proven client-service skills and ability to work independently and collaboratively
  • Proficiency in Microsoft Office Suite
  • Knowledge of the Cayman captive insurance industry
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The Company
HQ: Concord, MA
193 Employees
Year Founded: 1993

What We Do

Strategic Risk Solutions is a leading independent insurance management firm with representation in all major onshore and offshore domiciles. It provides financial reporting, regulatory compliance and underwriting management services to existing and prospective captive insurance companies. SRS was ranked the 4th largest captive manager worldwide and the largest independent by Business Insurance at December 31, 2020. For many people, captive management is treated as a routine task of keeping the books and records of a captive. The industry has been plagued by mediocre service, high staff turnover and low customer satisfaction. At SRS, we believe that isn’t good enough. Captive Management Plus reflects our commitment to be the premier provider of management and consulting services to the captive insurance industry. What do we mean by Plus? The Plus is both the quality rating of our core captive management services and the value added consulting services we provide in support of captive management. We achieve the Plus by: --Delivering outstanding service; --Strictly adhering to best-in-class internal controls and regular evaluations of these through Statement on Standards for Attestation Engagements No. 18 audits; --Helping Clients succeed, particularly through our reputation for innovation; and --Providing a depth of expertise by hiring the best in the business, keeping a laser focus on captives, as well as utilizing team structures and a "one firm" approach to servicing Clients. This model has been validated by Client feedback from our annual Customer Survey and our success and longevity. Contact us to learn more.

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