Client-Focused Account Manager - Captive Insurance (Charlotte)

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

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