Account Manager - Captives Insurance Management

The Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction and focuses on financial statement preparation and review, regulatory compliance, client relationship management, and the effective use of approved AI-enabled tools to enhance productivity, support analysis, and improve service delivery. The position plays a key part in supporting strategic initiatives, ensuring adherence to accounting practices, maintaining effective communication with clients, regulators, and service providers, and leveraging AI responsibly while exercising sound professional judgment and safeguarding confidential information. Ideal candidates will have a strong background in accounting and captive insurance, excellent analytical and communication skills, the ability to manage complex issues and client needs with professionalism, and demonstrated AI literacy, including the ability to validate AI-generated outputs and identify opportunities to improve business processes through responsible AI adoption.

Note: visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Ensures strong relationships with client, regulators, captive directors and key service providers. Primary focus on financial statement review and/or preparation. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.

Specific Responsibilities:

Insurance

• Liaison with insurance broker and reinsurance brokers as required.
• Assist with underwriting documentation and decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
• Monitoring of exposures and risk transfer pricing within assigned portfolio.
• Obtain regulatory approval for changes to the business plan.
• Obtain Board approval for underwriting decisions.

Finance/Regulatory

• Monitoring of domicile solvency and capital requirements
• Obtaining regulatory approval of changes to business plan
• Obtaining board approval for underwriting decisions
• Accounting for premium
• Agree reserving methodology
• Ensure the production of management financial statement accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
• Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
• Manage or supervise cash requirements of the companies
• Liaise with and monitor investment managers in respect of invested funds
• Assist Client Service Team with co-ordination of board meetings
• Ensure timely production and accuracy of board papers.
• Ensure timely production of minutes and review prior to distribution.
• Action matters arising from client meetings
• Ensure relevant company secretarial functions are performed in a timely manner.
• Ensure compliance with Corporate Governance.

Management

• To assist in providing input on strategic and operational issues. Assume responsibility for a specific area of company strategy.
• To assist in implement policies adopted by Practice
• Contact is maintained with all client directors and that they are advised of any developments.
• Keep Practice leadership apprised of client developments.
• Entertain clients & prospects as required.
• Support Senior Management in performing board insight, perspective & thought leadership as required
• Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.