Senior Captives Finance & Client Strategy Manager

Willis Towers Watson; Chicago (IL); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health and Welfare Benefits

401(k) plan

Paid time off

Job summary

Willis Towers Watson in Chicago seeks an experienced Captives & Insurance Management Solutions professional to support client relationships and financial reporting for captive programs. This senior role will manage client financial reporting, support underwriting and renewal activities, and coordinate service delivery for a portfolio of clients.

Responsibilities include overseeing member escrow, loss billing, captive financial statements, and member equity reporting while partnering with

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 5 years of experience in accounting, financial analysis, or a related discipline.
• Experience in insurance, captive management, or insurance-related financial transactions is preferred.
• Strong client service orientation with the ability to build and maintain professional relationships.

Responsibilities

• Act as the subject matter expert for financial reporting matters, including member escrow accounts, loss billing, captive financial statements, and member equity statements.
• Prepare, reconcile, and analyze monthly/annual financial data and reports for captive clients.
• Support underwriting, renewal activities, and program management with brokers and insureds.
• Lead internal renewal strategy meetings and document outcomes and next steps.
• Coordinate premium invoicing, collection, and premium cession activities.
• Travel up to 20% as required.

Skills

Financial analysis

Accounting

Client service

Communication

Analytical thinking

Education

Bachelor's degree in Accounting, Finance, or a related field

Tools

Financial analysis tools

Job description

Willis Towers Watson in Chicago seeks an experienced Captives & Insurance Management Solutions professional to support client relationships and financial reporting for captive programs. This senior role will manage client financial reporting, support underwriting and renewal activities, and coordinate service delivery for a portfolio of clients.

Responsibilities include overseeing member escrow, loss billing, captive financial statements, and member equity reporting while partnering with