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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in captive insurance operations, financial reporting, and regulatory compliance while effectively leading teams and managing complex client relationships. Proven ability to drive operational excellence and support business growth through strategic guidance and client engagement.
Highest-signal resume keywords
Captive Insurance OperationsFinancial ReportingRegulatory ComplianceLeadership and People ManagementClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Strategic PlanningBudgetingResource ManagementRisk ManagementProcess ImprovementQuality StandardsPerformance ManagementProposal DevelopmentEscalated Issue ResolutionDomicile Compliance
Soft Skills
LeadershipCommunicationProblem-SolvingCollaborationClient Engagement
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Outlook
Certifications & Qualifications
CPACPCUACIAARMACI
Industry Keywords
Captive InsuranceAuditingRisk ManagementClient RetentionStakeholder Engagement
About the role
Key responsibilities & impact- Lead, engage, and manage a team of account managers across recruiting, hiring, onboarding, training, career development, and performance management
- Serve as executive relationship manager and trusted advisor for assigned captive insurance clients
- Provide strategic guidance on operations, governance, financial performance, insurance, and long-term objectives
- Lead client, board, and stakeholder meetings and present financial and operational results
- Oversee complex client engagements, resolve escalated issues, and identify opportunities to enhance client value and service delivery
- Drive operational excellence through process improvements, best practices, quality standards, and service and compliance deadlines
- Provide executive oversight of financial reporting, regulatory filings, risk management activities, and domicile compliance requirements
- Collaborate with auditors, actuaries, legal counsel, regulators, and other service providers
- Support business growth through client retention and expansion, proposal development, prospect engagement, industry participation, and thought leadership
- Perform other duties and special projects as requested
Requirements
What you’ll need- Bachelor's degree in accounting, finance, business administration, or related field
- Seven or more years of captive insurance, auditing, risk management, or captive management experience
- CPA, CPCU, ACIA, ARM, ACI, or other relevant professional designations, preferred
- Demonstrated leadership and people management experience
- Strong understanding of captive insurance operations, financial reporting, and regulatory compliance
- Proven ability to manage complex client relationships and multiple priorities
- Advanced proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
- Experience presenting to boards of directors and executive leadership teams
- Experience with strategic planning, budgeting, and resource management
- Ability and willingness to travel for meetings, conferences, or other business-related functions
- Must be legally authorized to work in the United States
Benefits
Comp & perks- People-first workplace culture
- Career support with purpose
- Family-oriented team environment
- Ability and willingness to travel for meetings, conferences, or other business-related functions