Senior Captive Insurance Portfolio Leader

Davies North America; Williston (VT); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer matching

Discretionary Time Off (DTO) / PTO for

Paid holidays

Life insurance

Short/long-term disability

Job summary

Davies North America in Williston, VT seeks a Senior Account Executive to manage a complex portfolio of captive clients, mentor staff, and present financial statements at board meetings. You will ensure regulatory compliance and lead actuarial and audit coordination while upholding ISMS standards.

The role requires a CPA or CPA candidate, 5–10 years in accounting, and strong GAAP/insurance knowledge. Location is Williston, VT with employer-provided benefits and ongoing professional development

Qualifications

• Bachelor’s degree in Accounting or relevant equivalent experience.
• CPA or CPA candidate.
• 5–10 years of general accounting knowledge.
• 5 years statutory or alternative market insurance account experience.
• Up-to-date knowledge of GAAP and insurance accounting principles.
• Accounting research capability.
• Advanced proficiency in Word, Excel, Outlook and QuickBooks.

Responsibilities

• Deliver high-quality client service for a portfolio of captive clients.
• Adhere to regulatory, company and client timelines and deadlines.
• Follow guidelines and procedures to ensure compliance and internal controls.
• Supervise, train, and mentor staff accountants.
• Prepare periodic financial statement packages and self-review.
• Prepare quarterly and annual NAIC statements.
• Prepare written analysis of financial statements.
• Plan and coordinate annual audits and actuarial reviews.
• Maintain up-to-date knowledge of accounting, insurance, and regulatory issues affecting captives.

Skills

Accounting knowledge

GAAP knowledge

CPA or CPA candidate

Accounting research

Statutory insurance experience

Excel

Word

Outlook

QuickBooks

Education

Bachelor’s Degree in Accounting or related

Tools

NAIC statements

Job description

Davies North America in Williston, VT seeks a Senior Account Executive to manage a complex portfolio of captive clients, mentor staff, and present financial statements at board meetings. You will ensure regulatory compliance and lead actuarial and audit coordination while upholding ISMS standards.

The role requires a CPA or CPA candidate, 5–10 years in accounting, and strong GAAP/insurance knowledge. Location is Williston, VT with employer-provided benefits and ongoing professional development