Account Coordinator, Capitve Management
Core
Manage a small portfolio of captive insurance companies, serving as the primary contact for financial reporting, regulatory compliance, and client service.
Role type
Account Coordinator (Captive Management)
Builds
Financial statements, regulatory filings, and client service reports for captive insurance owners.
Domain
Insurance / Captive Management
Required skills
Accounting, Financial statement preparation, Regulatory compliance, Excel, Client relationship management, Deadline management
Preferred skills
Associate's or bachelor's degree in accounting/business, Team environment experience, Independent task completion, Special project contributions
Technologies
Excel
Responsibilities
Prepare financial statements for captive clients, Ensure regulatory compliance and timely filings, Liaise with regulators, auditors, and legal advisors, Handle non-routine client requests and business plan changes.
Seniority
Individual Contributor