Senior Captive Account Manager

New
Comfortable working remotely within Canada or the U.S.Full-TimeSenior
Salary not disclosed
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Job Details

Required Skills
Data AnalysisMicrosoft ExcelAccountingCompliance

Requirements

  • Prior experience in accounting, financial reporting, and/or captive insurance management.
  • Strong proficiency in Excel and financial data analysis tools.
  • Excellent analytical skills with the ability to interpret complex data and draw accurate conclusions.
  • Highly detail-oriented with a strong focus on accuracy, consistency, and quality of work.
  • Strong organizational and time management skills with the ability to manage multiple deadlines simultaneously.
  • Excellent communication skills and ability to collaborate effectively with clients and internal teams.
  • Demonstrated adaptability, efficiency, and ability to work in a fast-paced environment.
  • High level of integrity, professionalism, and accountability in all aspects of work.
  • Proactive mindset with the ability to take initiative and work independently.
  • Strong teamwork orientation and willingness to follow direction while contributing ideas for improvement.

Responsibilities

  • Manage a portfolio of captive insurance clients, ensuring timely and accurate financial statement preparation and regulatory reporting.
  • Coordinate with clients, internal teams, and external service providers to ensure compliance with applicable regulatory requirements.
  • Oversee reporting cycles and ensure all deliverables are completed within strict deadlines and quality standards.
  • Maintain clear, proactive communication with stakeholders to support effective captive operations and issue resolution.
  • Monitor multiple competing priorities and ensure efficient portfolio management across assigned accounts.
  • Identify discrepancies, resolve reporting issues, and ensure accuracy and consistency in all financial documentation.
  • Support continuous improvement in reporting processes, tools, and client service delivery.
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