Senior Account Executive

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

• 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 Quick Books)

• financial statement preparation
• accounting research
• GAAP
• insurance accounting principles
• statutory accounting
• alternative market insurance accounting
• audit planning
• actuarial review

• client service
• supervision
• training
• mentoring
• communication
• adherence to guidelines
• organizational skills

• Bachelor’s Degree in Accounting
• CPA
• Associate in Captive Insurance