Senior Account Manager (Captive Insurance)

Artex Risk Solutions, Inc.; Grand Rapids (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative, people-first culture

Job summary

Gallagher seeks a Senior Account Manager to manage a portfolio of captive insurance clients, overseeing financials, regulatory compliance, governance support, and day-to-day client relationships. The role requires collaborating with internal teams and external service providers to deliver high-quality service.

You will monitor cash flow, prepare statements, and support client business plan changes while coordinating with regulators and auditors to ensure ongoing compliance and renewals.

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.

Responsibilities

• Serve as the primary contact for a portfolio of captive insurance clients.
• Build trusted client relationships and provide guidance on captive matters.
• Monitor client cash flow, prepare financial statements, reports, and budgets.
• Prepare regulatory filings and ensure compliance with captive regulations.
• Coordinate with auditors, actuaries, attorneys, regulators, and service providers.
• Support annual captive audits and insurance renewals.
• Collaborate with teams to support client objectives.

Skills

Strong written communication

Strong verbal communication

Organizational skills

Multitasking

Education

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

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Introduction

At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.

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

#LI-MD6

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

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well‑being
• Career development opportunities and ongoing learning
• A collaborative, people‑first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)