Senior Account Manager, Captive Insurance

Reposted 16 Days Ago
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Charleston, SC, USA
In-Office
Senior level
Insurance
The Role
Manage financial and regulatory accounting for a portfolio of captive insurance clients. Prepare journal entries, financial statements, NAIC and statutory reports, premium and excise tax returns, and board materials. Support audits, regulatory examinations, and client communications, while mentoring junior staff and expanding responsibilities on more complex accounts.
Summary Generated by Built In

Strategic Risk Solutions Inc. (SRS) is seeking a Senior Account Manager, Captive Insurance to oversee a portfolio of captive insurance company clients. 

The successful candidate will be responsible for client service delivery, financial statement oversight, regulatory reporting, audit coordination, board meeting preparation, and account team leadership. This position requires substantial captive insurance experience and the ability to serve as a senior-level resource for clients and colleagues. 

The ideal candidate combines strong technical accounting knowledge with exceptional client relationship skills and a passion for delivering outstanding service in a specialized insurance environment. 


Why Join SRS?
  • Move beyond traditional accounting into a specialized, client-facing captive insurance career.
  • Manage accounting and regulatory deliverables for captive insurance companies, including risk retention groups.
  • Build deeper technical expertise through more complex account work.
  • Expand your review responsibilities and support the development of junior team members.
  • Collaborate with clients, auditors, regulators, service providers, and experienced SRS colleagues.
  • Grow within a niche industry where accounting accuracy, client service, and business judgment matter.

Responsibilities

Client Relationship Management 

  • Serve as the primary relationship manager for a portfolio of captive insurance clients. 

  • Build and maintain strong relationships with client executives, board members, regulators, auditors, actuaries, tax advisors, and banking partners. 

  • Lead client meetings and participate in board meetings and strategic planning discussions. 

  • Provide timely and professional written and verbal communication regarding client financial, regulatory, and operational matters. 

Financial Reporting & Accounting Oversight 

  • Review and oversee preparation of financial statements and supporting schedules. 

  • Review account reconciliations, journal entries, and accounting deliverables. 

  • Ensure compliance with applicable accounting standards and regulatory requirements. 

  • Support statutory reporting and NAIC-related filings where applicable. 

Regulatory & Compliance Management 

  • Oversee preparation and submission of domicile regulatory filings. 

  • Coordinate annual reports, premium tax filings, and other regulatory requirements. 

  • Partner with regulators and external service providers to ensure timely compliance. 

  • Assist clients in responding to regulatory inquiries and examinations. 

Audit & Examination Support 

  • Manage annual financial statement audits and regulatory examinations. 

  • Coordinate information requests, documentation, and communication among auditors, regulators, and clients. 

  • Review audit deliverables and ensure timely issue resolution. 

Leadership & Team Development 

  • Serve as a mentor and resource for junior accounting and account management staff. 

  • Support training, development, and technical coaching initiatives. 

  • Review work product and provide constructive feedback to team members. 

  • Foster collaboration, accountability, and service excellence across account teams. 

Qualifications
  • Bachelor’s degree in Accounting, Finance, or a related field. 

  • Experience with insurance accounting, regulatory reporting, audits, examinations, and client account management is required. 
  • 6+ years of progressive accounting, captive management, or insurance accounting experience. 

  • Captive insurance experience is required. 

  • CPA preferred. 

  • Ability to effectively manage competing priorities in a deadline-driven environment. 

  • Strong organizational, analytical, and project management abilities. 

  • Excellent verbal and written communication skills. 

  • Experience managing client relationships and serving as a primary point of contact. 

  • Strong knowledge of GAAP and statutory insurance accounting principles. 


LOCATION:
Remote within the United States.

ENCOURAGED TO APPLY
Even if you don't meet every qualification listed above, we encourage you to apply. At SRS, we recognize that valuable skills and experiences can be gained through a variety of professional and educational paths. If you're excited about this opportunity and believe your background could contribute to our team, we'd love to hear from you.
ABOUT SRS
Strategic Risk Solutions Inc. (SRS) is the world's largest independent insurance company manager. SRS provides financial reporting, regulatory compliance, and program management services to captive insurance companies. We operate throughout the United States, in offshore domiciles including Barbados, Bermuda, and the Cayman Islands, and across Europe.
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
Strategic Risk Solutions is an Equal Opportunity Employer committed to creating and maintaining a workplace built on respect, inclusion, and equal opportunity. Qualified applicants will receive consideration for employment without regard to legally protected status.
For more information on SRS, please visit www.strategicrisks.com

Skills Required

  • Accounting degree
  • 4-7 years of financial accounting experience
  • Technical knowledge and practical experience in insurance accounting
  • Experience with Microsoft Office and advanced Excel skills
  • Strong client service skills and effective verbal and written communication
  • Ability to work independently and prioritize in a fast-paced environment
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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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