Captives Insurance Account Executive (Lead Accountant)

WTW; Phoenix (AZ); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health and welfare benefits

401(k) retirement plan

Paid holidays and PTO

Hybrid work model

Job summary

Willis Towers Watson seeks an Account Executive to manage a portfolio of captive insurance clients, guiding underwriting strategy and ensuring regulatory and financial compliance. You will deliver high-quality board reporting and contribute to business development with expert technical guidance.

The role requires extensive experience in captive insurance, strong leadership, and the ability to influence stakeholders while upholding governance standards.

Qualifications

• Minimum 15 years of captive insurance and financial services experience.
• CPA qualification or active maintenance through CPD.
• Strong leadership and client relationship skills.
• Advanced presentation skills and ability to influence stakeholders.

Responsibilities

• Assist in development of new business and input to marketing strategy.
• Provide technical guidance on request within the Practice.
• Oversee regulatory approval for changes to business plan and board approvals for underwriting decisions.
• Ensure timely production of board papers and minutes.

Skills

Captive insurance expertise

Leadership

Project management

Client relationship management

Regulatory compliance

Underwriting collaboration

Communication skills

Strategic insight

Negotiation

Problem solving

Education

4 year degree in Accounting or Finance

CPA qualification

Tools

Willis Towers Watson platforms

Job description

Description

Willis Towers Watson’s Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client’s unique risk profile.

Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance.

The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance.

This position offers a dynamic opportunity to lead within a team of top-tier professionals—actuaries, brokers, analysts, and consultants—dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson’s world‑class Captive Solutions platform.

Note: Employment-based non‑immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

New Business

• To assist in the development of new business for the Company
• Give input to the creation of a marketing and new business strategy.
• Implement marketing and new business strategy.
• Identify new business opportunities (including cross-selling opportunities) within existing client base.
• Take responsibility for a number of new business development projects.
• Promote the Company within and outside the Willis Group.
• To provide technical advice on request within the Practice.

Insurance

• Liaison with insurance broker and reinsurance brokers as required.
• Underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
• Monitoring of exposures and risk transfer pricing within assigned portfolio.
• Oversee regulatory approval for changes to the business plan.
• Oversee Board approval for underwriting decisions.

Finance/Regulatory

• Monitoring of domicile solvency and capital requirements
• Obtaining regulatory approval of changes to business plan
• Obtaining board approval for underwriting decisions
• Accounting for premium
• Agree reserving methodology
• Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
• Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
• Manage cash requirements of the companies
• Liaise with and monitor investment managers in respect of invested funds
• Assist Client Service Team with co‑ordination of board meetings
• Ensure timely production of board papers.
• Ensure timely production of minutes and review prior to distribution.
• Action matters arising from client meetings
• Ensure relevant company secretarial functions are performed in a timely manner.
• Ensure compliance with Corporate Governance.

Management

• To participate in and provide input on strategic and major operational issues. Assume responsibility for a specific area of company strategy.
• To implement policies adopted by the Practice
• Contact is maintained with all client directors and that they are advised of any developments.
• Keep Practice leadership apprised of client developments.
• Entertain clients & prospects as required.
• Support Senior Principal in performing board insight, perspective & thought leadership as required
• Understands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office.

Qualifications

The Requirements

• 4 year degree in Accounting, Finance or related area or CPA qualification
• Maintenance of CPA qualification through CPD, as appropriate
• Advanced Computer Skills
• In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years’ experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
• Willis Towers Watson knowledge (platforms, structure, etc.)
• Ability to monitor quality control
• Client relationship skills
• Project Management skills
• Advanced presentation skills
• Leadership and People Management skills
• Compliance
• Can solve complex issues and will raise highly complex issues to higher level
• Ability to influence and negotiate
• Excellent verbal and written communication skills

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.

Compensation

The base salary compensation range being offered for this role is $100,000-$130,000 USD per year.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( Washington State only )
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets