Senior Account Manager – Commercial Lines

Capstone Search Group; United States; Remote; USD 100,000 - 115,000; Full time

Benefits offered by this job

Comprehensive benefits package

Fully remote work

Job summary

Capstone Search Group is seeking an experienced professional to support a portfolio of captive insurance clients within a commercial lines practice. The role emphasizes governance, financial reporting, regulatory compliance, and operational excellence.

You will interact with boards, regulators, auditors, and actuaries to ensure strategic alignment. The ideal candidate has 3–7 years in captive insurance, strong regulatory knowledge, and professional designations.

Qualifications

• 3-7 years of experience working with captive insurance, insurance accounting, auditing, or related experience.
• Strong understanding of insurance and captive management principles.
• CPA, CPCU, ACIA, ARM, ACI, or other relevant professional designations preferred.
• Occasional travel for meetings, conferences, or business-related functions.

Responsibilities

• Serve as the primary relationship manager for a portfolio of captive insurance clients.
• Provide strategic guidance on governance, financial reporting, regulatory compliance, and operational best practices.
• Lead and facilitate engagement with boards, committees, regulators, auditors, actuaries, or other service providers while preparing for board meetings, annual meetings, and strategic planning sessions.
• Oversee the delivery and quality of client services, including financial statement review, insurance documentation, management reporting, regulatory filings, and compliance with domicile requirements.

Job description

This role is designed to help support a team that oversees a portfolio of captive clients in the commercial lines department of a successful retail insurance brokerage. The ideal candidate will exhibit many of the following attributes – ability to process information at a high level with deep dive analytics, possess knowledge of the inner workings of captive management and auditing, and experience working with financial and regulatory reporting and compliance.

Duties & Responsibilities

• Serve as the primary relationship manager for a portfolio of captive insurance clients.
• Provide strategic guidance on governance, financial reporting, regulatory compliance, and operational best practices.
• Lead and facilitate engagement with boards, committees, regulators, auditors, actuaries, or other service providers while preparing for board meetings, annual meetings, and strategic planning sessions.
• Oversee the delivery and quality of client services, including financial statement review, insurance documentation, management reporting, regulatory filings, and compliance with domicile requirements.

Skills & Experience

• 3-7 years of experience working with captive insurance, insurance accounting, auditing, or related experience.
• Strong understanding of insurance and captive management principles.
• CPA, CPCU, ACIA, ARM, ACI, or other relevant professional designations preferred.
• Occasional travel for meetings, conferences, or business-related functions.

$100-115,000 + comprehensive benefits package + ability to work fully remote (preferably Eastern or Central time zone for work hours)