Senior Account Manager (Captive Insurance)

Senior Account Manager

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.

We 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 impact:

• Client & Portfolio Management: Serve as the primary point of contact for a portfolio of captive insurance clients. Build trusted relationships with clients and provide clear, timely guidance on all captive-related matters. Deliver a high standard of customer service to clients and service providers.
• Financial & Regulatory Oversight: Monitor client cash flow and prepare or review financial statements, management reports, and budgets. Compile, consolidate, and analyze financial information for captive clients. Prepare or review regulatory filings and ensure ongoing compliance with captive insurance regulations. Support client business plan changes and communicate with captive regulators.
• Governance & Board Support: Prepare or review materials and present at captive Board of Director meetings. Clearly explain accounting and financial concepts to non-finance stakeholders.
• Service Provider & Internal Coordination: Coordinate with auditors, actuaries, attorneys, regulators, and other service providers. Facilitate annual captive audits, including gathering documentation and supporting timely completion and filing. Partner with internal and external teams to support annual insurance policy renewals.
• Team Collaboration: Work effectively within a team environment to support shared client and business objectives. May provide guidance or oversight to other team members without formal people-management responsibility.

About You:

• Required Qualifications: Bachelor's degree in accounting, finance, or a related business field. 3+ years of relevant experience in captive management, accounting, insurance or finance. Advanced proficiency in Microsoft Excel, Word, and PowerPoint. Strong written, verbal, and organizational skills. Ability to manage multiple priorities in a deadline-driven environment.
• Preferred Qualifications: CPA, ACI, MBA, or other relevant professional certification.

Compensation and benefits: We 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 insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And 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 diversity. 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 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.