Note: The job is a remote job and is open to candidates in USA. Advantage Insurance is a company specializing in captive insurance solutions, and they are seeking an Account Manager to oversee financial and regulatory reporting for a portfolio of captive insurance companies. This role involves consulting with clients, managing financial reporting, and collaborating with various stakeholders to deliver tailored solutions for their insurance needs.
Responsibilities
- Prepare feasibility studies for prospective captive insurance clients
- Support leadership in developing strategies to enhance engagement within the existing client base
- Manage all aspects of financial reporting for assigned client accounts
- Serve as the primary point of contact for client representatives, including professionals in risk management, corporate accounting, tax, legal, and other functional areas
- Establish and enhance client service processes to ensure the quality and timeliness of financial reporting and regulatory filings
- Coordinate efforts with external service providers, including actuaries, auditors, investment managers, brokers, claims adjusters, and outside counsel, to proactively meet client needs
- Collaborate with clients to optimize the performance of their captive insurance companies and develop innovative solutions to complex business challenges
- Prepare and present materials for client board meetings
- Support special projects and other duties as assigned
Skills
- Bachelor's degree in accounting, finance, or business administration
- Minimum of 5 to 10 years of experience, direct captive management experience a plus
- Proficiency in Microsoft Office (Excel, Word, and PowerPoint) and general ledger/financial accounting software
- CPA, MBA or other relevant professional certification or advanced degree
- Advanced English proficiency required, as the role involves regular interaction with English-speaking clients
- Willingness to travel up to 25% to the U.S. for business-related purposes
- Strong ability to develop and communicate innovative solutions
- Ability to prioritize tasks and manage time effectively in a fast-paced environment
- Detail-oriented with the ability to work independently as well as collaboratively within a team environment
- Proven ability to effectively present information and recommendations to clients and senior stakeholders
- Excellent interpersonal, verbal, and written communication skills
- Strong accounting and financial analysis skills
- Strong analytical and critical-thinking abilities, with a solution-oriented mindset
- Proven experience in accounting and/or finance roles, preferably within the captive management, insurance, or financial services industry
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