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
- Serve as the primary relationship manager for a portfolio of captive insurance clients.
- Provide strategic guidance on governance, financial reporting, regulatory compliance, and operational best practices.
- Lead and facilitate engagement with boards, committees, regulators, auditors, actuaries, or other service providers while preparing for board meetings, annual meetings, and strategic planning sessions.
- Oversee the delivery and quality of client services, including financial statement review, insurance documentation, management reporting, regulatory filings, and compliance with domicile requirements.
Skills & Experience
- 3-7 years of experience working with captive insurance, insurance accounting, auditing, or related experience.
- Strong understanding of insurance and captive management principles.
- CPA, CPCU, ACIA, ARM, ACI, or other relevant professional designations preferred.
- Occasional travel for meetings, conferences, or business-related functions.
Compensation, Benefits & Perks
$100-115,000 + comprehensive benefits package + ability to work fully remote (preferably Eastern or Central time zone for work hours)