Senior Accountant/Account Manager, Captive Insurance

Strategic Risk Solutions

. Serve as the primary relationship manager for a portfolio of captive insurance clients .

Posted 11/9/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in captive insurance accounting, regulatory compliance, and client relationship management, with a strong focus on financial statement preparation and audit coordination. Proven ability to mentor junior staff and foster collaboration within teams while ensuring adherence to GAAP and statutory accounting principles.

Highest-signal resume keywords

Captive Insurance ExperienceCPA PreferredGAAP KnowledgeRegulatory ReportingClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance AccountingFinancial Statement PreparationAudit CoordinationRegulatory ComplianceAccount ReconciliationJournal Entry ReviewStatutory ReportingProject ManagementAnalytical SkillsDeadline Management

Soft Skills

Excellent Communication SkillsStrong Organizational AbilitiesMentoring and CoachingCollaborationAccountability

Certifications & Qualifications

CPA

Industry Keywords

Captive InsuranceRegulatory RequirementsFinancial AuditsClient Account ManagementNAIC Filings

About the role

Key responsibilities & impact

Serve as the primary relationship manager for a portfolio of captive insurance clients
Build and maintain relationships with client executives, board members, regulators, auditors, actuaries, tax advisors, and banking partners
Lead client meetings and participate in board meetings and strategic planning discussions
Provide written and verbal communication regarding client financial, regulatory, and operational matters
Review and oversee preparation of financial statements and supporting schedules
Review account reconciliations, journal entries, and accounting deliverables
Ensure compliance with applicable accounting standards and regulatory requirements
Support statutory reporting and NAIC-related filings
Oversee preparation and submission of domicile regulatory filings
Coordinate annual reports, premium tax filings, and other regulatory requirements
Partner with regulators and external service providers to ensure timely compliance
Assist clients in responding to regulatory inquiries and examinations
Manage annual financial statement audits and regulatory examinations
Coordinate information requests, documentation, and communication among auditors, regulators, and clients
Review audit deliverables and ensure timely issue resolution
Mentor and support junior accounting and account management staff
Support training, development, and technical coaching initiatives
Review work product and provide constructive feedback
Foster collaboration, accountability, and service excellence across account teams

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field
Experience with insurance accounting, regulatory reporting, audits, examinations, and client account management is required
6+ years of progressive accounting, captive management, or insurance accounting experience
Captive insurance experience is required
CPA preferred
Ability to effectively manage competing priorities in a deadline-driven environment
Strong organizational, analytical, and project management abilities
Excellent verbal and written communication skills
Experience managing client relationships and serving as a primary point of contact
Strong knowledge of GAAP and statutory insurance accounting principles
Remote within the United States
Appropriate employment eligibility to work in the United States

Benefits

Comp & perks

Competitive salary
Bonus plan
Generous benefits package
Career development opportunities
Mentorship
Flexible work environment
Opportunities for rewarding growth and advancement
Collaborative, supportive, and entrepreneurial work environment
Genuine equity and inclusion