Senior Account Manager (Captive Insurance)

Arthur J. Gallagher & Co. (AJG); Charleston (SC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Life and accident insurance

Educational expense reimbursement

Paid parental leave

Flexible work hours

Digital mental health services

Job summary

Arthur J. Gallagher & Co. (AJG) in Charleston, SC is seeking a Senior Account Manager to manage a portfolio of captive insurance clients. This position focuses on financial oversight, regulatory compliance, and client relationship management. The ideal candidate will have a Bachelor's degree and 3+ years of relevant experience.

Competitive benefits include medical, dental, vision plans, 401(K) options, and flexible work hours. Join a diverse team committed to support and inclusion.

Qualifications

• 3+ years of relevant experience in captive management, accounting, insurance or finance.
• Strong written, verbal, and organizational skills.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Serve as the primary point of contact for captive insurance clients.
• Monitor client cash flow and prepare or review financial statements.
• Prepare or review regulatory filings and ensure ongoing compliance.

Skills

Client & Portfolio Management

Financial & Regulatory Oversight

Governance & Board Support

Team Collaboration

Advanced proficiency in Microsoft Excel

Education

Bachelor’s degree in accounting, finance, or related business field

CPA, ACI, MBA, or relevant professional certification

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Overview

We are seeking an experienced Senior Account Manager to manage a portfolio of captive insurance clients. This role is a senior individual contributor position with responsibility for financial oversight, regulatory compliance, governance support, and day‑to‑day client relationship management. The successful candidate will work independently while collaborating closely with internal teams and external service providers to deliver high‑quality, compliant, and responsive client service.

How you'll make an impact

Client & Portfolio Management

• Serve as the primary point of contact for a portfolio of captive insurance clients
• Build trusted relationships with clients and provide clear, timely guidance on all captive‑related matters
• Deliver a high standard of customer service to clients and service providers

Financial & Regulatory Oversight

• Monitor client cash flow and prepare or review financial statements, management reports, and budgets
• Compile, consolidate, and analyze financial information for captive clients
• Prepare or review regulatory filings and ensure ongoing compliance with captive insurance regulations
• Support client business plan changes and communicate with captive regulators

Governance & Board Support

• Prepare or review materials and present at captive Board of Director meetings
• Clearly explain accounting and financial concepts to non‑finance stakeholders

Service Provider & Internal Coordination

• Coordinate with auditors, actuaries, attorneys, regulators, and other service providers
• Facilitate annual captive audits, including gathering documentation and supporting timely completion and filing
• Partner with internal and external teams to support annual insurance policy renewals

Team Collaboration

• Work effectively within a team environment to support shared client and business objectives
• May provide guidance or oversight to other team members without formal people‑management responsibility

About You

Required Qualifications

• Bachelor’s degree in accounting, finance, or a related business field
• 3+ years of relevant experience in captive management, accounting, insurance or finance
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint
• Strong written, verbal, and organizational skills
• Ability to manage multiple priorities in a deadline‑driven environment

Preferred Qualifications

• CPA, ACI, MBA, or other relevant professional certification

Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to, previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Minimum core benefits

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax‑advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more…

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer‑employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.