Senior Account Manager

Title: Senior Account ManagerJob Summary: The Senior Account Manager is an experienced Account Manager who demonstrates leadership, initiative, and readiness to take on more complex responsibilities. This role manages the financial and regulatory affairs of a portfolio of captive insurance companiesSupervisory Responsibilities: None.Essential ResponsibilitiesPrepare or peer review financial statements for each client. Oversee annual audit processMonitor liquidity needs and manage each client’s cash position.Process and oversee payments.Ensure compliance of investments with Board-approved Investment PolicyMaintain timely and professional communication with clients, service providers and regulators.Review, update and issue insurance and reinsurance documentation, including certificates of insurance. Issue notices of meetings (shareholders, directors, committees), prepare board packages, attend local meetings and draft minutes.Maintain a visible and respected profile for SRS in the local community.Respond promptly and professionally to client requests.Support Account Executives, Directors and Managing Directors on any additional duties as assigned.Ensure all clients’ records are accurate and up to date.Required Skill/AbilitiesAccounting degree and recognized professional accounting designation (CA, FCA, CPA)Minimum 3 years of captive management experience required; reinsurance or group captive experience preferred.Strong knowledge of US GAAP and financial reporting. Excellent analytical, time management, and prioritization skills.Self-motivated with the ability to work independently and collaboratively.Strong verbal and written communication skillsExcellent client service orientationProficiency in Microsoft Office products