About the Role
This role is designed to help support a team that oversees a portfolio of captive clients in the commercial lines department of a successful retail insurance brokerage. The ideal candidate will exhibit many of the following attributes – ability to process information at a high level with deep dive analytics, possess knowledge of the inner workings of captive management and auditing, and experience working with financial and regulatory reporting and compliance.
Duties & Responsibilities
- Coordinate with auditors, actuaries, attorneys, regulators, and other service providers to help prepare and review financial statements accurately within established deadlines.
- Complete regulatory filings and submissions required by captive domiciles.
- Assist with board meeting preparation and presentation materials.
- Support business development initiatives.
Skills & Experience
- 1-3 years of experience working with captive insurance, insurance accounting, auditing, or related experience.
- Strong understanding of insurance and captive management principles.
- Occasional travel for meetings, conferences, or business-related functions.
Compensation, Benefits & Perks
$75-90,000 + comprehensive benefits package + ability to work fully remote (preferably Eastern or Central time zone for work hours)