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Senior Captive Account Manager

CanadaRemoteFull-timesenior

SalesAccount Manager

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Quick Summary

Key Responsibilities

Confidence working with internal teams and external professionals to resolve complex financial, accounting, and regulatory matters.

Requirements Summary

Prepare financial reports and supporting materials for Board of Directors meetings and participate in discussions to support informed decision-making.

Technical Tools

SalesAccount Manager

Join a specialized insurance team dedicated to helping organizations manage risk through customized captive insurance solutions. As a Senior Captive Account Manager, you will oversee a portfolio of captive insurance clients, ensuring accurate financial reporting, regulatory compliance, and effective financial management. You will work closely with clients, actuaries, auditors, brokers, and other industry professionals to deliver reliable, high-quality service. This role combines technical accounting expertise, regulatory knowledge, and relationship management in a dynamic, deadline-driven environment. You will also contribute to captive feasibility studies and the development of new insurance structures. If you are an experienced captive insurance professional who values precision, collaboration, and client success, this opportunity offers the chance to make a meaningful impact.

Financial Reporting and Accounting: Prepare and oversee accurate monthly, quarterly, and annual financial reports for captive insurance companies, ensuring consistency, accuracy, and compliance with applicable accounting standards.

Regulatory Compliance: Complete and coordinate all required regulatory filings with relevant state authorities and captive insurance domiciles, maintaining up-to-date records and meeting statutory deadlines.

Premium Tax Management: Manage premium tax accounting, including calculations, filings, reconciliations, and ongoing compliance with applicable tax requirements.

Board Meeting Support: Prepare financial reports and supporting materials for Board of Directors meetings and participate in discussions to support informed decision-making.

Stakeholder Coordination: Collaborate with actuaries, auditors, brokers, third-party administrators (TPAs), insurance carriers, and other professional partners to coordinate reporting, resolve issues, and maintain effective working relationships.

Financial Monitoring: Monitor capital and surplus levels, cash flow, investments, collateral, and other key financial indicators to support the financial stability of captive insurance entities.

Underwriting and Claims Review: Review accounting treatments, claims bordereaux, and underwriting performance to identify discrepancies, assess results, and support appropriate financial oversight.

Captive Formation and Feasibility: Contribute to feasibility studies and the establishment of new captive insurance structures, providing financial and operational insights as needed.

Governance and Documentation: Maintain statutory records, governance documentation, and supporting financial information to ensure accurate recordkeeping and audit readiness.

Client Portfolio Management: Deliver responsive, thoughtful, and consistent service across multiple client accounts, balancing competing priorities while maintaining accuracy and meeting deadlines.

Continuous Improvement: Identify opportunities to improve reporting processes, strengthen compliance practices, and enhance the overall quality and efficiency of client service.

Requirements

~2 min read

Education: Bachelor's degree in Accounting, Finance, Risk Management, or a related discipline.

Professional Certifications: A CPA designation is preferred. Other relevant professional qualifications, including CA, ACI, CPCU, or ARM, are also accepted.

Relevant Experience: At least 5–7 years of experience in captive insurance, accounting, financial management, or a closely related field.

Premium Tax Expertise: Demonstrated experience managing premium tax calculations, reporting, filings, and compliance requirements.

Captive Insurance Knowledge: Strong understanding of captive insurance structures, reinsurance arrangements, underwriting principles, and the coordination of actuarial activities.

Financial Reporting and Regulatory Knowledge: Experience preparing financial statements, managing statutory reporting, and maintaining compliance with regulatory obligations applicable to captive insurance entities.

Technical Proficiency: Advanced Excel skills and experience using financial reporting, accounting, or other relevant business systems.

Analytical and Organizational Skills: Excellent attention to detail, strong analytical capabilities, and the ability to manage multiple client accounts and overlapping reporting deadlines.

Communication and Client Service: Strong written and verbal communication skills, with a professional, responsive, and solutions-oriented approach to client relationships.

Independence and Adaptability: Ability to work autonomously, prioritize responsibilities effectively, and adapt to changing client needs in a deadline-driven environment.

Collaboration: Confidence working with internal teams and external professionals to resolve complex financial, accounting, and regulatory matters.

What We Offer

~2 min read

Fully Remote Work: A remote working arrangement designed to provide flexibility and support work-life balance.

Full-Time Employment: A full-time position offering the opportunity to develop expertise in a specialized area of insurance and risk management.

Professional Development: Opportunities to strengthen captive insurance, financial reporting, regulatory compliance, and client management expertise.

Collaborative Work Environment: Work alongside experienced professionals and external specialists across the captive insurance and alternative risk management sectors.

Meaningful Client Impact: Help organizations develop and maintain insurance solutions that support long-term financial stability and effective risk management.

Relationship-Driven Culture: Join a team that values trust, collaboration, thoughtful service, and strong professional relationships.

Career Growth: Opportunities to expand technical expertise and contribute to complex client engagements within a specialized insurance practice.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

✓Fully Remote Work: A remote working arrangement designed to provide flexibility and support work-life balance.

✓Full-Time Employment: A full-time position offering the opportunity to develop expertise in a specialized area of insurance and risk management.

✓Professional Development: Opportunities to strengthen captive insurance, financial reporting, regulatory compliance, and client management expertise.

✓Collaborative Work Environment: Work alongside experienced professionals and external specialists across the captive insurance and alternative risk management sectors.

✓Meaningful Client Impact: Help organizations develop and maintain insurance solutions that support long-term financial stability and effective risk management.

✓Relationship-Driven Culture: Join a team that values trust, collaboration, thoughtful service, and strong professional relationships.

✓Career Growth: Opportunities to expand technical expertise and contribute to complex client engagements within a specialized insurance practice.