Account Manager

Strategic Risk Solutions; Charlotte (NC); On-site; USD 65,000 - 85,000; Full time

Job summary

Strategic Risk Solutions in Charlotte, NC seeks an Account Manager to serve as primary client contact for captive insurance accounts, coordinating financial reporting and regulatory compliance. You will oversee day-to-day operations, support underwriting and policy administration, respond to inquiries, participate in audits, and drive process improvements with internal teams.

This on-site role requires strong communication, organization, and teamwork in a professional client-service oriented

Qualifications

• Account management and client service skills including relationship building and stakeholder communication.
• Financial reporting and analysis involving financial statements, budgeting, and basic accounting principles.
• Regulatory compliance and risk management in insurance or captive environments.
• Organizational and project coordination with strong attention to detail and multi-tasking.

Responsibilities

• Manage captive insurance client accounts and serve as primary point of contact.
• Coordinate financial reporting and monitor regulatory compliance.
• Support underwriting and policy administration activities.
• Prepare and review reports; oversee day-to-day account operations.
• Respond to client inquiries and participate in audits and evaluations; identify process improvements.

Skills

Relationship building

Issue resolution

Stakeholder communication

Financial reporting

Regulatory compliance

Risk management

Time management

Written communication

Verbal communication

Education

Bachelor’s degree in business, finance, accounting, risk management, or related discipline

Tools

Excel

Word

PowerPoint

Job description

Company Description

Strategic Risk Solutions (SRS) is the largest independent insurance management firm worldwide, with representation in all major onshore and offshore domiciles. The company provides financial reporting, regulatory compliance, and underwriting management services to existing and prospective captive insurance companies. Ranked as the 4th largest captive manager globally and the largest independent by Business Insurance, SRS is known for its commitment to high-quality service and low staff turnover. The firm focuses on delivering outstanding service, maintaining best-in-class internal controls and regular audits, and building experienced service teams by hiring top industry professionals. SRS’s model is validated by strong client feedback, continued success, and long-term relationships.

Role Description

The Account Manager is a full-time, on-site role based in Charlotte, NC, responsible for managing captive insurance client accounts and serving as a primary point of contact. This position involves coordinating financial reporting, monitoring regulatory compliance, and supporting underwriting and policy administration activities. The Account Manager will prepare and review reports, oversee day-to-day account operations, and collaborate with internal specialists to ensure accurate and timely service delivery. This role also includes responding to client inquiries, participating in audits and evaluations, and identifying opportunities to improve processes and enhance client satisfaction. The Account Manager is expected to maintain detailed documentation, support internal controls, and contribute to the overall quality and consistency of SRS services.

Qualifications

• Account management and client service skills, including relationship building, issue resolution, and stakeholder communication.
• Financial reporting and analysis skills, such as working with financial statements, budgeting, and basic accounting principles.
• Regulatory compliance and risk management skills, including familiarity with insurance or captive regulatory environments.
• Organizational and project coordination skills, including time management, attention to detail, and the ability to manage multiple priorities.
• Strong written and verbal communication skills for client correspondence, reporting, and presentations.
• Proficiency with standard office software (e.g., Excel, Word, PowerPoint) and comfort with learning industry-specific systems.
• Experience in insurance, captive management, finance, or a related field is highly beneficial.
• Bachelor’s degree in business, finance, accounting, risk management, or a related discipline, or equivalent relevant experience.
• Ability to work collaboratively in an on-site team environment in Charlotte, NC, and maintain a professional, service-oriented mindset.