Senior Account Executive - Captive Insurance Leader

Davies North America; Williston (VT); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(k) with employer matching

Paid time off and holidays

Life insurance and disability coverage

Job summary

Davies North America seeks a Senior Account Executive in Williston, VT, to manage a complex portfolio of captive insurance clients and mentor Staff Accountants. You will oversee financial statement prep, NAIC filings, and regulatory compliance while guiding audits and actuarial reviews.

The role requires CPA or CPA candidate status, strong GAAP knowledge, and 5–10 years of general accounting experience within the insurance sector.

Qualifications

• Bachelor’s degree in Accounting or equivalent
• CPA or CPA candidate
• 5–10 years of general accounting knowledge
• Desirable: Associate in Captive Insurance or similar designation
• Knowledge of GAAP and insurance accounting principles
• Accounting research capability
• 5 years of statutory or alternative market insurance accounting experience
• Advanced proficiency in Word, Excel, Outlook and QuickBooks

Responsibilities

• Deliver high-quality client service for captive portfolios and meet service standards
• Adhere to regulatory, company, and client timelines and deadlines
• Follow established guidelines and procedures to ensure compliance and internal controls
• Supervise, train, mentor, and support Staff Accountants
• Prepare periodic financial statements and self-review packages tailored to clients
• Prepare quarterly and annual NAIC statements and written financial analyses
• Plan and coordinate annual audits and actuarial reviews
• Maintain up-to-date knowledge of accounting, insurance, and regulatory issues affecting captives

Skills

CPA or CPA candidate

GAAP knowledge

Accounting research

General accounting experience

Insurance accounting knowledge

Education

Bachelor’s Degree in Accounting

Tools

Word

Excel

Outlook

QuickBooks

Job description

Davies North America seeks a Senior Account Executive in Williston, VT, to manage a complex portfolio of captive insurance clients and mentor Staff Accountants. You will oversee financial statement prep, NAIC filings, and regulatory compliance while guiding audits and actuarial reviews.

The role requires CPA or CPA candidate status, strong GAAP knowledge, and 5–10 years of general accounting experience within the insurance sector.