Senior Account Executive

Davies; Williston (VT); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Reward platform – discounts for over 800 retailers

25 days holiday (rising with service)

Well-being centre

Recognition programme

Family friendly employer

Pension - company contribution at 10%

Life Assurance (10 x basic salary)

Private medical with an annual health check

Development, training, and professional qualification

Employee volunteering programme

Job summary

Davies is seeking a Senior Account Executive to oversee a portfolio of captive insurance clients while providing mentorship to staff. The ideal candidate will have a strong background in accounting, a Bachelor’s degree, and between 5 to 10 years of relevant experience. Responsibilities include ensuring service quality, compliance with regulations, and preparing financial statements. The position offers a diverse workplace and numerous benefits including 25 days of holiday, a pension scheme, and private medical insurance.

Qualifications

• 5-10 years of general accounting experience.
• Up to date knowledge of accounting, insurance, and regulatory issues.
• Achievement of Associate in Captive Insurance or similar designation.

Responsibilities

• Manage complex portfolios of captive insurance clients.
• Deliver high-quality service and meet client standards.
• Supervise, train, mentor, and serve as a resource to staff.

Skills

General accounting knowledge

CPA or CPA candidate

Knowledge of GAAP

Advanced proficiency in software (Word, Excel, Outlook, QuickBooks)

Statutory or alternative market insurance account experience

Education

Bachelor’s Degree in Accounting or equivalent

Job description

Senior Account Executive

Application Deadline: 22 May 2026

Department: Business Support

Employment Type: Permanent - Full Time

Location: Home United States

Reporting To: Christopher Russin

Description

This position is responsible for the day to day management of an increasingly complex portfolio of captive insurance clients, including risk retention groups, insurance reciprocal exchanges and/or other complex structures, the number of which varies depending on complexity of the accounts, as well as serving as a mentor and resource to Staff Accountants.

The Senior Account Executive will demonstrate ability to work independently, present financial statements at board meetings, serve as a mentor and resource to staff, and train and lead. Assist company by adhering to and maintaining standards in accordance with ISMS policy and procedure.

Key Responsibilities

• Responsible for the delivery of high-quality service, ensuring that all client service standards are met for portfolio of captive clients
• Responsible for adherence to established regulatory, company and client timelines and deadlines
• Responsible for following established guidelines, checklists and procedures, ensuring that managed companies remain compliant and internal controls are followed.
• Responsible for enforcing said guidelines, checklists and procedures with managed staff
• Supervise, train, mentor and serve as a resource to Staff Accountants
• Preparation of periodic financial statement packages tailored to individual client needs and completion of self-review
• Preparation of quarterly and annual NAIC statements
• Preparation of written analysis of financial statements
• Planning and coordination of annual audit and actuarial review
• Maintain up to date knowledge of accounting, insurance and regulatory issues affecting captives

Skills, Knowledge & Expertise

• Bachelor’s Degree or higher with a concentration in Accounting or relevant equivalent experience
• CPA or CPA candidate
• 5 – 10 years of general accounting knowledge
• Achievement of Associate in Captive Insurance or similar designation
• Up to date knowledge of GAAP and insurance accounting principles
• Accounting research capability
• 5 years statutory or alternative market insurance account experience
• Advanced proficiency in software (Word, Excel, Outlook and QuickBooks)

Job Benefits

Davies are committed to being a diverse and inclusive workplace. We welcome candidates of all genders, gender identity and expression, neurodiversity, sexual orientation, disability, physical appearance, body size, race, age, nationality, and belief (or lack thereof). Join us and enjoy our ever-evolving benefits, including but not limited to:

• Reward platform – discounts for over 800 retailers
• 25 days holiday (rising with service)
• Well-being centre
• Recognition programme
• Family friendly employer
• Pension - company contribution at 10%
• Life Assurance (10 x basic salary)
• Private medical with an annual health check
• Development, training, and professional qualification
• Employee volunteering programme