Senior Account Executive

MDD Forensic Accountants

Senior Account Executive managing captive insurance clients' portfolios and serving as mentor for staff accountants. Ensures compliance with standards and regulations in service delivery.

Posted 6/17/2026full-timeWilliston • Vermont • 🇺🇸 United StatesSenior💰 $100,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 QuickBooks)

Benefits

Comp & perks

Medical, dental, and vision plans to support your health and that of your family
A 401(k) plan with employer matching
Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
Paid holidays
Life insurance and short‑term and long‑term disability coverage

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial statement preparationaccounting researchGAAPinsurance accounting principlesstatutory accountingalternative market insurance accountingaudit planningactuarial review

Soft Skills

client servicesupervisiontrainingmentoringcommunicationadherence to guidelinesorganizational skills

Certifications

Bachelor’s Degree in AccountingCPAAssociate in Captive Insurance