Senior Account Executive

Description

This 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 other complex structures. The Senior Account Executive will serve as a mentor and resource to Staff Accountants, demonstrate independent work, present financial statements at board meetings, and adhere to and maintain standards in accordance with ISMS policy and procedure.

• Deliver high‑quality service, ensuring all client service standards are met for the corporate captive portfolio.
• Adhere to established regulatory, company and client timelines and deadlines.
• Follow guidelines, checklists and procedures, ensuring that managed companies remain compliant and internal controls are met.
• Enforce those guidelines with managed staff.
• Supervise, train, mentor and serve as a resource to Staff Accountants.
• Prepare periodic financial statement packages tailored to individual client needs and complete self‑review.
• Prepare quarterly and annual NAIC statements.
• Prepare written analysis of financial statements.
• Plan and coordinate annual audit and actuarial review.
• Maintain up‑to‑date knowledge of accounting, insurance and regulatory issues affecting captives.

• 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 of statutory or alternative market insurance account experience.
• Advanced proficiency in Word, Excel, Outlook and Quick Books.

Davies is committed to being a diverse and inclusive workplace. We welcome candidates of all genders, gender identity and expression, neurodiversity, sexual orientation, disability, physical appearance, body size, race, age, nationality, and belief.

Benefits include:

• 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× basic salary).
• Private medical with an annual health check.
• Development, training and professional qualification.
• Employee volunteering programme.