Account Manager, Captive Insurance

Financial Edge; San Juan (PR); On-site; USD 95,000 - 130,000; Full time

Job summary

Financial Edge in San Juan, Puerto Rico, seeks an experienced professional to manage financial and regulatory reporting for captive insurance clients. The role interfaces with U.S. clients and a broad internal team, delivering tailored solutions for complex needs.

Responsibilities include overseeing all financial reporting, coordinating with actuaries and auditors, and presenting insights to client boards. Strong English, accounting expertise, and travel up to 25% are required.

Qualifications

• Bachelor’s degree in accounting, finance, or business administration.
• CPA, MBA or other relevant professional certification or advanced degree.
• Advanced English proficiency and excellent communication skills.
• Proficiency with Microsoft Office and general ledger software.

Responsibilities

• Prepare feasibility studies for prospective captive insurance clients.
• Support leadership in developing engagement strategies within the client base.
• Manage all aspects of financial reporting for assigned client accounts.
• Serve as primary contact for client representatives across finance and risk teams.
• Establish and enhance client service processes for timely reporting and filings.
• Coordinate with actuaries, auditors, investment managers, brokers and counsel.
• Collaborate with clients to optimize captive performance and solve complex challenges.
• Prepare and present materials for client board meetings.
• Support special projects and other duties as assigned.

Skills

Innovative solutions

Time management

Communication

Financial analysis

Attention to detail

Education

Bachelor's degree in accounting, finance, or business administration

CPA or MBA or equivalent certification

Tools

Microsoft Office (Excel, Word, PowerPoint)

General ledger/financial software

Job description

Job Overview

Responsible for the financial and regulatory reporting of a portfolio of captive insurance companies, including single-parent and group captives, Protected Cell Companies (PCCs), and Risk Retention Groups (RRGs). Provides consulting support to clients regarding their captive insurance needs within the United States market. This role regularly interacts with senior-level professionals across a diverse client base and offers the opportunity to deliver tailored solutions to address unique client needs.

The position is based at our headquarters office in Puerto Rico and reports to the U.S. team in Vermont. The role requires regular interaction with U.S.-based clients and close collaboration with colleagues across the U.S. market.

Job Responsibilities

• Prepare feasibility studies for prospective captive insurance clients.
• Support leadership in developing strategies to enhance engagement within the existing client base.
• Manage all aspects of financial reporting for assigned client accounts.
• Serve as the primary point of contact for client representatives, including professionals in risk management, corporate accounting, tax, legal, and other functional areas.
• Establish and enhance client service processes to ensure the quality and timeliness of financial reporting and regulatory filings.
• Coordinate efforts with external service providers, including actuaries, auditors, investment managers, brokers, claims adjusters, and outside counsel, to proactively meet client needs.
• Collaborate with clients to optimize the performance of their captive insurance companies and develop innovative solutions to complex business challenges.
• Prepare and present materials for client board meetings.
• Support special projects and other duties as assigned.

Skills and Qualifications

• Strong ability to develop and communicate innovative solutions.

• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
• Detail-oriented with the ability to work independently as well as collaboratively within a team environment.
• Proven ability to effectively present information and recommendations to clients and senior stakeholders.
• Excellent interpersonal, verbal, and written communication skills.
• Strong accounting and financial analysis skills.
• Strong analytical and critical-thinking abilities, with a solution-oriented mindset.
• Proven experience in accounting and/or finance roles, preferably within the captive management, insurance, or financial services industry.

Job Requirements

• Bachelor’s degree in accounting, finance, or business administration.
• Minimum of 5 to 10 years of experience, direct captive management experience a plus.
• Proficiency in Microsoft Office (Excel, Word, and PowerPoint) and general ledger/financial accounting software.
• CPA, MBA or other relevant professional certification or advanced degree.
• Advanced English proficiencyrequired, as the role involves regular interaction with English-speaking clients.
• Willingness to travel up to 25% to the U.S. for business-related purposes.