SafeLease

Accountant

• Prepare monthly, quarterly, and annual statutory financial statements and regulatory filings for insurance-related entities
• Support legal entity reporting, including footnotes, disclosures, reconciliations, and analytical reviews
• Assist with month-end, quarter-end, and year-end close processes, ensuring accuracy and compliance with statutory accounting principles (SAP) and GAAP where applicable
• Coordinate with external auditors and regulatory bodies during audits, examinations, and reporting reviews
• Maintain and improve reporting processes, internal controls, and documentation to support scalability and compliance
• Prepare supporting schedules, exhibits, and supplemental reporting packages for regulatory and internal stakeholders
• Partner cross-functionally with finance, operations, and leadership teams to address reporting questions and provide financial insights
• Assist with intercompany accounting, reconciliations, and legal entity transactions
• Monitor changes in regulatory requirements and accounting guidance to ensure ongoing compliance
• Support ad hoc financial reporting, analysis, and special projects as needed

Statutory Accountant

Data Engineer

• design and build data infrastructure from the ground up
• ingestion pipelines that span multiple systems
• Python and SQL transformations for a trustworthy view of the business
• backend structures making data accessible
• monitoring, alerting, and data quality frameworks
• data architecture decisions for agility and scalability

Controller

• Own and oversee all accounting operations across the MGA and the surplus lines carrier, including general ledger management, month-end / quarter-end / year-end close, and intercompany accounting between the producer and the underwriter.
• Prepare and deliver timely, accurate financial statements in accordance with both U.S. GAAP and Statutory Accounting Principles (SAP), including the NAIC P&C Annual Statement, quarterly statements, and audited statutory financial statements.
• Manage statutory reporting and regulatory filings: NAIC Schedules F (reinsurance), P (loss reserves), D (investments), and T (premium by state); Risk-Based Capital (RBC) calculations; IRIS ratios; and domiciliary and non-admitted / surplus lines state filings.
• Oversee MGA accounting under the NAIC Managing General Agents Act (Model #225), including premium trust / fiduciary accounts, the MGA-to-carrier reporting cycle, and quarterly accounting packages submitted to the carrier in a form usable for completion of the Annual Statement.
• Design, implement, and maintain robust internal controls and financial policies that scale with organizational growth (SOX-style frameworks preferred).
• Lead the annual statutory and GAAP audits and serve as the primary liaison with external auditors, tax advisors, state insurance examiners, and the engaged actuary.
• Build, mentor, and develop a high-performing accounting team; establish best-in-class processes and a culture of continuous improvement.
• Manage consolidated financial reporting across SafeLease entities, including intercompany transactions and eliminations between the MGA and the carrier.
• Partner with the CEO and senior leadership to provide financial insights, variance analysis, and strategic recommendations.
• Own premium and claims accounting cycles, ceded and assumed reinsurance accounting, deferred acquisition cost (DAC) treatment, and loss reserve accounting.
• Oversee cash management, treasury functions, investment accounting (including NAIC SVO-rated portfolios), and capital allocation reporting.
• Ensure compliance with federal, state, and local tax requirements, including premium tax filings and surplus lines tax compliance across multiple jurisdictions.
• Evaluate and enhance financial systems, tools, and technology infrastructure to support scalability and operational efficiency.
• Support fundraising, investor reporting, and due diligence processes as needed.

Security Engineer

• Own security as the company adopts AI
• Run our infosec program
• Build guardrails for citizen development
• Handle IT work that matters
• Be the trusted partner, not the gate

Account Executive

• Cultivate connections: Build and maintain relationships with self-storage property owners and key stakeholders nationwide
• Drive sales: Quote and secure both new and renewal property and casualty insurance policies
• Customize solutions: Tailor policy coverages and deductibles to meet each customer’s specific needs
• Collaborate effectively: Work with underwriters to provide all required information promptly and accurately
• Enhance customer experience: Collaborate with other SafeLease teams to deliver seamless and positive buying experiences
• Provide support: Address inquiries about coverages, premiums, endorsements, accounting, or claims as needed
• Engage in industry: Attend industry events, with occasional travel as required

Statutory Accountant

Data Engineer

Controller

Security Engineer

Account Executive, P&C Insurance