Senior Account Manager, Captive Insurance

Strategic Risk Solutions

Senior Account Manager overseeing captive insurance portfolios for SRS, the world’s largest independent insurance company manager. Managing financial reporting, regulatory compliance, audits, and client relationships.

Posted 8/5/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in captive insurance accounting, regulatory compliance, and client relationship management, with a strong focus on financial reporting and audit processes. Proven ability to lead teams, mentor staff, and communicate effectively with diverse stakeholders.

Highest-signal resume keywords

Captive Insurance ExperienceGAAP KnowledgeRegulatory ReportingClient Relationship ManagementCPA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance AccountingFinancial Statement PreparationAccount ReconciliationAudit ManagementStatutory ReportingRegulatory ComplianceProject ManagementAnalytical SkillsFinancial AnalysisAccounting Standards

Soft Skills

Organizational SkillsVerbal CommunicationWritten CommunicationMentoringCollaboration

Certifications & Qualifications

CPA

Industry Keywords

Captive InsuranceRegulatory FilingsNAICFinancial AuditsClient Account Management

About the role

Key responsibilities & impact

Serve as the primary relationship manager for a portfolio of captive insurance clients
Build and maintain relationships with client executives, board members, regulators, auditors, actuaries, tax advisors, and banking partners
Lead client meetings and participate in board meetings and strategic planning discussions
Communicate financial, regulatory, and operational matters in writing and verbally
Review and oversee preparation of financial statements and supporting schedules
Review account reconciliations, journal entries, and accounting deliverables
Ensure compliance with accounting standards and regulatory requirements
Support statutory reporting and NAIC-related filings
Oversee domicile regulatory filings, annual reports, premium tax filings, and other regulatory requirements
Partner with regulators and external service providers to ensure timely compliance
Assist clients with regulatory inquiries and examinations
Manage annual financial statement audits and regulatory examinations
Coordinate information requests, documentation, and communication among auditors, regulators, and clients
Review audit deliverables and ensure timely issue resolution
Mentor and support junior accounting and account management staff
Support training, development, and technical coaching initiatives
Review work product and provide constructive feedback
Foster collaboration, accountability, and service excellence across account teams

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
Experience with insurance accounting, regulatory reporting, audits, examinations, and client account management required
6+ years of progressive accounting, captive management, or insurance accounting experience
Captive insurance experience required
CPA preferred
Ability to manage competing priorities in a deadline-driven environment
Strong organizational, analytical, and project management abilities
Excellent verbal and written communication skills
Experience managing client relationships and serving as a primary point of contact
Strong knowledge of GAAP and statutory insurance accounting principles

Benefits

Comp & perks

Specialized, client-facing captive insurance career
Build deeper technical expertise through more complex account work
Expand review responsibilities
Support the development of junior team members
Collaborate with experienced SRS colleagues and external stakeholders
Growth within a niche industry
Equal opportunity workplace committed to respect, inclusion, and equal opportunity