Senior Captive Account Manager
Core
Manage financial reporting, regulatory filings, and premium tax accounting for captive insurance companies.
Role type
Senior Captive Account Manager
Builds
Financial reports, regulatory filings, and governance documentation for captive insurance clients
Domain
Insurance / Captive Insurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Captive insurance structures, premium tax accounting, regulatory filings, financial reporting, actuarial coordination, reinsurance, underwriting, Excel proficiency
Preferred skills
CPA designation, CA, ACI, CPCU, or ARM
Technologies
Excel
Responsibilities
Execute timely monthly, quarterly, and annual financial reporting; complete regulatory filings for state/captive domiciles; manage premium tax accounting calculations and compliance; prepare materials for Board of Directors meetings; coordinate with actuaries, auditors, brokers, TPAs, and carriers; monitor capital, surplus, cash flow, investments, and collateral; review accounting treatments and underwriting performance; support feasibility studies for new captive formations; maintain statutory records and governance documentation.
Seniority
Senior, hands-on IC