Senior Account Manager

Via Benefits by WTW; Burlington (VT); On-site; USD 45,000 - 50,000; Full time

Job summary

An established industry player is seeking a Senior Account Manager to oversee a portfolio of captive insurance companies. This pivotal role involves ensuring strong relationships with clients and regulators, monitoring financial statements, and managing compliance. The ideal candidate will have a solid background in finance and insurance, along with exceptional communication and project management skills. Join a dynamic team where your expertise will contribute to strategic decision-making and client satisfaction. This is a fantastic opportunity for someone looking to make a significant impact in the insurance sector.

Qualifications

• 4+ years experience in captive insurance and finance.
• Strong analytical and problem-solving skills required.

Responsibilities

• Manage relationships with clients and regulators effectively.
• Ensure compliance with financial and regulatory requirements.

Skills

Client relationship skills

Project Management skills

Excellent verbal and written communication skills

Ability to influence and negotiate

Advanced Computer Skills

Education

4-year degree in Accounting or Finance

CPA qualification

Job description

Join to apply for the Senior Account Manager role at Via Benefits by WTW

3 days ago Be among the first 25 applicants

Join to apply for the Senior Account Manager role at Via Benefits by WTW

• 202503096
• Burlington, Vermont, United States
• Full time
  
  

Add to favourites Favourite View favourites

Description

SENIOR ACCOUNT MANAGER – CAPTIVE MANAGEMENT

Under general direction, the Senior Account Manager is responsible for the provision of management services to a portfolio of captive insurance companies.

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

The Role

Ensures Strong Relationships With Client, Regulators, Captive Directors And Key Service Providers. Primary Focus On Financial Statement Review And/or Preparation. Works As Part Of The Client Service Team, As Well As Interacts With Clients, Prospects, Regulators And External Service Providers

Insurance

• Liaison with insurance broker and reinsurance brokers as required.
• Assist with underwriting documentation and 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.
• Obtain regulatory approval for changes to the business plan.
• Obtain 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 financial statement 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 or supervise 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 and accuracy 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 assist in providing input on strategic and operational issues. Assume responsibility for a specific area of company strategy.
• To assist in implement policies adopted by 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 Management in performing board insight, perspective & thought leadership as required
• Understands importance of Internal Control procedures 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 equivalent work experience, or related area or CPA qualification
• Advanced Computer Skills
• In depth knowledge and experience of captive insurance and insurance industry 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
• Board meeting presentation skills
• Working toward 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
  
  

EOE, including disability/vets

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

Referrals increase your chances of interviewing at Via Benefits by WTW by 2x

Get notified about new Senior Account Manager jobs in Burlington, VT.

Commercial Insurance Account Associate (New England Platform)

Burlington, VT $45,000.00-$50,000.00 1 month ago

Senior Account Manager- Commercial- Remote

Self-Funded & Large Group Health Plan Account Manager

Neuroscience Account Manager (Psychiatry) - Manchester, NH

Neuroscience Account Manager (Psychiatry) - Albany, NY

Account Manager, Personal Risk (Hybrid VT or NH)

Account Manager, Personal Lines (Hybrid-Vermont)

Personal Lines Account Manager (New England Platform)

Account Manager - Commercial Lines - Manufacturing/Agriculture

Personal Lines Account Manager (New England Platform)

Commercial Insurance Account Manager - Transportation (Hybrid/Remote)

Commercial Insurance Account Manager - Transportation (Remote)

Commercial Insurance Account Associate (New England Platform)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.