Senior Captive Account Manager

About the role

Are You A Match? The Senior Captive Account Manager is driven by prompt, accurate and thoughtful service to clients and internal team members. With prior captive account management experience she/he will need to have a comfort with financial and regulatory reporting.

Responsibilities

• Execute timely and accurate monthly, quarterly, and annual financial reporting for captive insurance companies.
• Completion of all regulatory filings required by state/captive domiciles.
• Management of premium tax accounting, including calculations, filings, and compliance.
• Preparation of materials for and participation in Board of Directors meetings.
• Coordination with actuaries, auditors, brokers, TPAs, and carriers.
• Monitoring of capital and surplus, cash flow, investments, collateral, and other financial metrics.
• Review of accounting treatments, claims bordereaux, and underwriting performance.
• Support for feasibility studies and new captive formations.
• Maintenance of statutory records and governance documentation.
• Delivery of consistent, high‑quality service across a portfolio of clients with competing priorities.

Requirements

• Bachelor’s degree in Accounting, Finance, Risk Management, or related field.
• CPA designation preferred (CA, ACI, CPCU, or ARM also accepted).
• 5-7+ years of experience in captive insurance, accounting, or financial management.
• Demonstrated experience with premium tax accounting.
• Strong understanding of captive insurance structures, reinsurance, underwriting, and actuarial coordination.
• High proficiency in Excel and other financial systems.
• Excellent attention to detail, analytical skills, and ability to manage multiple deadlines.
• Professional communication skills and a strong client service orientation.
• Ability to work independently, stay organized, and adapt in a deadline‑driven environment.