Senior Account Manager (Captive Insurance)
Gallagher Benefit Services, Inc.
IntroductionAt Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.OverviewWe are seeking an experienced Senior Account Manager to manage a portfolio of captive insurance clients. This role is a senior individual contributor position with responsibility for financial oversight, regulatory compliance, governance support, and day‑to‑day client relationship management. The successful candidate will work independently while collaborating closely with internal teams and external service providers to deliver high‑quality, compliant, and responsive client service.How you'll make an impactClient & Portfolio ManagementServe as the primary point of contact for a portfolio of captive insurance clientsBuild trusted relationships with clients and provide clear, timely guidance on all captive‑related mattersDeliver a high standard of customer service to clients and service providersFinancial & Regulatory OversightMonitor client cash flow and prepare or review financial statements, management reports, and budgetsCompile, consolidate, and analyze financial information for captive clientsPrepare or review regulatory filings and ensure ongoing compliance with captive insurance regulationsSupport client business plan changes and communicate with captive regulatorsGovernance & Board SupportPrepare or review materials and present at captive Board of Director meetingsClearly explain accounting and financial concepts to non‑finance stakeholdersService Provider & Internal CoordinationCoordinate with auditors, actuaries, attorneys, regulators, and other service providersFacilitate annual captive audits, including gathering documentation and supporting timely completion and filingPartner with internal and external teams to support annual insurance policy renewalsTeam CollaborationWork effectively within a team environment to support shared client and business objectivesMay provide guidance or oversight to other team members without formal people‑management responsibilityAbout YouRequired QualificationsBachelor’s degree in accounting, finance, or a related business field3+ years of relevant experience in captive management, accounting, insurance or financeAdvanced proficiency in Microsoft Excel, Word, and PowerPointStrong written, verbal, and organizational skillsAbility to manage multiple priorities in a deadline‑driven environmentPreferred QualificationsCPA, ACI, MBA, or other relevant professional certification#LI-KK2Compensation and benefitsWe offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one!Life and accident insurance401(K) and Roth optionsTax-advantaged accounts (HSA, FSA)Educational expense reimbursementPaid parental leaveOther benefits include:Digital mental health services (Talkspace)Flexible work hours (availability varies by office and job function)Training programsGallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeingCharitable matching gift programAnd more...**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.We value inclusion and diversityClick Here to review our U.S. Eligibility RequirementsInclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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