Captive Insurance Accounting and Reporting Specialist

Ryan Specialty, LLC; Media (Delaware County); Sur place; USD 78 000 - 90 000; Plein temps

Résumé du poste

Ryan Specialty is seeking a Captive Insurance Accounting and Reporting Specialist to join our financial team. The role focuses on special captive accounting needs, regulatory compliance, and strategic financial analysis to support informed business decisions.

The position requires a finance/accounting background with several years of related experience; CPA or captive-insurance certification is preferred. The role emphasizes accuracy, mentorship of staff, and ongoing policy development within a

Qualifications

• Bachelor’s degree in Finance or Accounting with 5 years of related experience; or 3 years and a Master’s degree; or a PhD without experience; or equivalent work experience.
• CPA or Certified in Captive Insurance is preferred.
• Strong accounting, regulatory, and financial reporting skills.

Responsabilités

• Manage the administration of insurance policies, ensuring all policy documents are accurate and up-to-date.
• Oversee the processing of insurance claims, ensuring they are handled efficiently and accurately.
• Analyze financial data to identify trends, make forecasts, and provide recommendations for financial planning.
• Prepare and file tax returns for the captive insurance entities, ensuring compliance with tax laws and regulations.
• Monitor the performance of the captive’s investment portfolio, making recommendations for adjustments as needed.
• Train and mentor junior staff members, promoting a culture of continuous learning and improvement.
• Assist in the development and implementation of accounting policies and procedures to enhance operational efficiency.

Connaissances

Accounting proficiency

Regulatory knowledge

Financial analysis

Financial reporting

Formation

Bachelor’s in Finance or Accounting

Description du poste

Position Summary

The Captive Insurance Accounting and Reporting Specialist is an integral part of the financial team, specializing in the unique accounting and reporting needs of captive insurance entities. This role involves a blend of complex accounting tasks, regulatory compliance, and strategic financial analysis. The specialist ensures the financial integrity of the captive insurance operations, providing valuable insights that drive business decisions.

Job Responsibilities

• Manage the administration of insurance policies, ensuring all policy documents are accurate and up-to‑date.
• Oversee the processing of insurance claims, ensuring they are handled efficiently and accurately.
• Analyze financial data to identify trends, make forecasts, and provide recommendations for financial planning.
• Prepare and file tax returns for the captive insurance entities, ensuring compliance with tax laws and regulations.
• Monitor the performance of the captive’s investment portfolio, making recommendations for adjustments as needed.
• Train and mentor junior staff members, promoting a culture of continuous learning and improvement.
• Assist in the development and implementation of accounting policies and procedures to enhance operational efficiency.

Work Experience and Education

• Bachelor’s degree in Finance or Accounting with 5 years of related experience; or 3 years and a Master’s degree; or a PhD without experience; or equivalent work experience.

Licenses & Certifications

• Certified Public Accountant (CPA) or Certified in Captive Insurance is preferred.

Technical/Functional Skills

• Accounting Proficiency
• Regulatory Knowledge
• Financial Analysis
• Financial Reporting

Behavioral Skills

• Effective Communication
• Interpersonal Skills
• Attention to Detail
• Decision Making
• Problem‑Solving
• Continuous Learning

Equal Opportunity Employer

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well‑being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $78,050.00 - $90,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full‑time roles are eligible for bonuses and benefits. For additional information on Ryan Total Rewards, visit our website https://benefits.ryansg.com/. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [e-mail].

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, and physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Company Information

A multi‑time winner of Newsweek’s Most Loved Workplaces and Insurance Business’s Top Insurance Employers, Ryan Specialty is home to some of the brightest talent in the insurance industry. Join our team and help provide innovative solutions for insurance brokers, agents and carriers.