Senior Account Manager - Captives

Arthur J. Gallagher group; Burlington (VT); Vor Ort; USD 110.000 - 140.000; Vollzeit

Benefits dieser Stelle

Competitive compensation

Comprehensive benefits programs

Career development opportunities and O

A collaborative, people-first culture

Global reach with local impact

Zusammenfassung

Gallagher seeks an experienced Senior Account Manager to oversee a portfolio of captive insurance clients, ensuring financial oversight, regulatory compliance, and strong governance support. The role requires independent work with close collaboration across internal and external teams to deliver compliant, high‑quality service.

You will manage client relationships, prepare financial statements, and support annual policy renewals while communicating effectively with regulators and boards.

Qualifikationen

• Bachelor's degree and 7+ years client service and/or claims management experience OR High School degree and 12 years experience.
• License required
• Excellent verbal and written communication skills
• Ability to manage multiple priorities in a deadline‑driven environment
• Able and willing to travel approximately 25% of the time

Aufgaben

• Serve as the primary contact for a portfolio of captive insurance clients.
• Build trusted relationships and provide clear guidance on captive matters.
• Deliver high-quality, compliant client service to clients and service providers.
• Monitor client cash flow and prepare financial statements, management reports, and budgets.
• Prepare regulatory filings and ensure ongoing regulatory compliance for captive clients.
• Support client business plan changes and communicate with captive regulators.
• Prepare or review materials for captive Board of Director meetings.
• Explain accounting concepts to non-finance stakeholders.
• Coordinate with auditors, actuaries, attorneys, regulators, and other service providers.
• Facilitate annual captive audits and gather required documentation.
• Partner with internal and external teams to support annual insurance policy renewals.
• Work collaboratively within a team to support shared client objectives.

Kenntnisse

Client relationship management

Regulatory compliance

Financial oversight

Communication skills

Travel willingness

Ausbildung

Bachelor's degree

High School degree

CPA

MBA

Jobbeschreibung

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:

• Bachelor's degree and 7 or more years client service and/or claims management experience OR High School degree and 12 years experience
• License required
• Excellent verbal and written communication skills
• Ability to manage multiple priorities in a deadline‑driven environment
• Able and willing to travel approximately 25% of the time

Preferred:

• Professional designation or higher education may be preferred, such as CPA or MBA.

#LI-TL1

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself.

• 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.

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