Captives Insurance Account Executive (Lead Accountant)

Job-ID: 202509065Category: Client Service and DeliveryLocation: Burlington, VT, United States; United States; Tempe, AZ, United States; Phoenix, AZ, United States; Charlotte, NC, United States; Greenville, SC, United States; Nashville, TN, United States; Dallas, TX, United States; Houston, TX, United States; Salt Lake City, UT, United StatesSchedule: Full timePosted: 2026-11-04Willis Towers Watson’s Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client’s unique risk profile.Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance.The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance.This position offers a dynamic opportunity to lead within a team of top-tier professionals—actuaries, brokers, analysts, and consultants—dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson’s world-class Captive Solutions platform.Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.The RoleNew BusinessTo assist in the development of new business for the CompanyGive input to the creation of a marketing and new business strategy.Implement marketing and new business strategy.Identify new business opportunities (including cross-selling opportunities) within existing client base.Take responsibility for a number of new business development projects.Promote the Company within and outside the Willis Group.To provide technical advice on request within the Practice.InsuranceLiaison with insurance broker and reinsurance brokers as required.Underwriting 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.Oversee regulatory approval for changes to the business plan.Oversee Board approval for underwriting decisions.Finance/RegulatoryMonitoring of domicile solvency and capital requirementsObtaining regulatory approval of changes to business planObtaining board approval for underwriting decisionsAccounting for premiumAgree reserving methodologyEnsure the production of management 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 cash requirements of the companiesLiaise with and monitor investment managers in respect of invested fundsAssist Client Service Team with co-ordination of board meetingsEnsure timely production of board papers.Ensure timely production of minutes and review prior to distribution.Action matters arising from client meetingsEnsure relevant company secretarial functions are performed in a timely manner.Ensure compliance with Corporate Governance.ManagementTo participate in and provide input on strategic and major operational issues. Assume responsibility for a specific area of company strategy.To implement policies adopted by the PracticeContact 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 Principal in performing board insight, perspective & thought leadership as requiredUnderstands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office.QualificationsThe Requirements4 year degree in Accounting, Finance or related area or CPA qualificationMaintenance of CPA qualification through CPD, as appropriateAdvanced Computer SkillsIn depth knowledge and experience of captive insurance and insurance industry (minimum 15 years’ experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolutionWillis Towers Watson knowledge (platforms, structure, etc.)Ability to monitor quality controlClient relationship skillsProject Management skillsAdvanced presentation skillsLeadership and People Management skillsComplianceCan solve complex issues and will raise highly complex issues to higher levelAbility to influence and negotiateExcellent verbal and written communication skillsThis position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.Compensation and BenefitsBase salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.CompensationThe base salary compensation range being offered for this role is $100,000-$130,000 USD per year.This role is also eligible for an annual short-term incentive bonus.Company BenefitsWTW provides a competitive benefit package which includes the following (eligibility requirements apply):Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.EOE, including disability/vetsResponsibilities-