Senior Captive Account Manager

Hylant; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Hylant seeks a Senior Captive Account Manager to deliver prompt, accurate, and thoughtful service to clients and internal teams. The role emphasizes financial reporting, regulatory filings, and premium tax accounting within captive structures.

With 5–7+ years in captive insurance or related financial management, you will coordinate with actuaries, auditors, and brokers while ensuring governance and records maintenance across a client portfolio.

Qualifications

• Bachelor's degree in Accounting, Finance, Risk Management, or related field.
• CPA designation preferred (CA, ACI, CPCU, or ARM also accepted).
• 5–7+ years of experience in captive insurance, accounting, or financial management.
• Demonstrated experience with premium tax accounting.
• Strong understanding of captive insurance structures, reinsurance, underwriting, and actuarial coordination.

Responsibilities

• Timely and accurate monthly, quarterly, and annual financial reporting for captive insurance companies.
• Completion of all regulatory filings required by state/captive domiciles.
• Management of premium tax accounting, including calculations, filings, and compliance.
• Preparation of materials for and participation in Board of Directors meetings.
• Coordination with actuaries, auditors, brokers, TPAs, and carriers.
• Monitoring of capital and surplus, cash flow, investments, collateral, and other financial metrics.
• Review of accounting treatments, claims bordereaux, and underwriting performance.

Skills

Excel proficiency

Analytical skills

Attention to detail

Time management

Communication

Client service orientation

Education

Bachelor's degree in Accounting/Finance/Risk Management

CPA designation preferred

Tools

Financial systems

Job description

Are You A Match?

The Senior Captive Account Manager is driven by prompt, accurate and thoughtful service to clients and internal team members. With prior captive account management experience she/he will need to have a comfort with financial and regulatory reporting.

In This Role You Will Execute On:

• Timely and accurate monthly, quarterly, and annual financial reporting for captive insurance companies.
• Completion of all regulatory filings required by state/captive domiciles.
• Management of premium tax accounting, including calculations, filings, and compliance.
• Preparation of materials for and participation in Board of Directors meetings.
• Coordination with actuaries, auditors, brokers, TPAs, and carriers.
• Monitoring of capital and surplus, cash flow, investments, collateral, and other financial metrics.
• Review of accounting treatments, claims bordereaux, and underwriting performance.
• Support for feasibility studies and new captive formations.
• Maintenance of statutory records and governance documentation.
• Delivery of consistent, high‑quality service across a portfolio of clients with competing priorities.

In This Role You'll Need:

• Bachelor’s degree in Accounting, Finance, Risk Management, or related field. CPA designation preferred (CA, ACI, CPCU, or ARM also accepted).
• 5-7+ years of experience in captive insurance, accounting, or financial management.
• Demonstrated experience with premium tax accounting.
• Strong understanding of captive insurance structures, reinsurance, underwriting, and actuarial coordination.
• High proficiency in Excel and other financial systems.Excellent attention to detail, analytical skills, and ability to manage multiple deadlines.Professional communication skills and a strong client service orientation.
• Ability to work independently, stay organized, and adapt in a deadline-driven environment.

About the Hylant Captive Team

We believe that risk is important. So do our clients. Our sole mission is to help organizations navigate the world of captive insurance to better define, finance and manage the risks inherent in their businesses. Our team works closely with other professional partners to deliver a broad spectrum of alternative risk solutions. These specialized programs often play a crucial role in sustaining the long-term success of our clients.

Why Hylant?

Since 1935, Hylant has been a family‑owned insurance brokerage built on relationships, trust, and a people‑first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected.

Anything But Typical. Everything for You. isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you’re more than an employee, you’re part of a team that treats one another like family and works together to make a meaningful impact.