Senior Captive Account Manager

Arthur J. Gallagher; Honolulu (HI); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical/dental/vision plans from day 1

Life and accident insurance

401(K) and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Flexible work hours

Training programs

Gallagher Thrive program

Charitable matching gift program

Job summary

Arthur J. Gallagher seeks an Artex Captive Insurance Account Manager to lead a portfolio of Captive clients across the United States. You will oversee financial reporting, regulatory compliance, and insurance services for clients.

Responsibilities include compiling financial information for reports, maintaining books and records, coordinating with partners and external service providers, and acting as Principal Representative with domicile regulators. Other duties may be assigned.

Qualifications

• Bachelor's Degree in Accounting, Finance, or Business Administration.
• 2 or more years of related experience required.
• Proficiency in Microsoft Office – Excel, Word, and PowerPoint.
• CPA, MBA or other financial professional certification.
• 5 or more years of related experience preferred.

Responsibilities

• Oversee all financial reporting, regulatory compliance, corporate and insurance services for clients
• Compiles, consolidates, and analyzes financial information for the production of financial documents and reports
• Maintain financial books and records of the captive in accordance with established accounting principles applicable to the business of insurance.
• Suggest adjustments to general ledger accounts, bank statements, and/or intercompany accounts
• Pursue and coordinate relationships with partners in the client organization as well as with the client's external service providers
• Act as Principal Representative with domicile regulators
• Design and submit strategic business plan amendments to the regulators as approved by the company
• Other duties as assigned

Skills

Financial reporting

Regulatory compliance

Analytical skills

Education

Bachelor's Degree in Accounting, Finance, or Business Administration

CPA

MBA or other financial certification

Tools

Microsoft Office (Excel, Word, PowerPoint)

Job description

As an Artex Captive Insurance Account Manager, you will lead a portfolio of Captive clients across the United States.

Responsibilities

• Oversee all financial reporting, regulatory compliance, corporate and insurance services for clients
• Compiles, consolidates, and analyzes financial information for the production of financial documents and reports
• Maintain financial books and records of the captive in accordance with established accounting principles applicable to the business of insurance.
• Suggest adjustments to general ledger accounts, bank statements, and/or intercompany accounts
• Pursue and coordinate relationships with partners in the client organization as well as with the client's external service providers
• Act as Principal Representative with domicile regulators
• Design and submit strategic business plan amendments to the regulators as approved by the company
• Other duties as assigned

Qualifications

• Bachelor's Degree in Accounting, Finance, or Business Administration
• 2 or more years of related experience required
• Proficiency in Microsoft Office – Excel, Word, and PowerPoint
• CPA, MBA or other financial professional certification
• 5 or more years of related experience preferred

Compensation and 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...

Equal Employment Opportunity Statement

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.