Senior Client Advisor - Captive Insurance & Finance

Arthur J. Gallagher & Co.; Grand Rapids (MI); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Educational expense reimbursement

Paid parental leave

Digital mental health services

Flexible work hours

Job summary

Arthur J. Gallagher & Co. is seeking a dedicated captive insurance professional to manage a portfolio of clients, providing financial oversight, regulatory compliance, and governance support.

This hands-on role emphasizes independent work, collaboration with internal teams, and delivering high-quality client service in a values-led environment. Responsibilities include guiding captive matters, preparing financial statements and regulatory filings, and communicating complex concepts to

Qualifications

• Bachelor in Accounting
• 3+ years of experience in captive management, accounting, insurance, or finance
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint
• Strong written, verbal, and organizational skills
• Ability to manage multiple priorities in a deadline‑driven environment
• Preferred: CPA, ACI, MBA, or other relevant professional certification

Responsibilities

• Primary point of contact for a portfolio of captive insurance clients
• Provide clear guidance on captive‑related matters and deliver high‑quality client service
• Monitor cash flow, prepare/review financial statements and budgets, and analyze financial data
• Prepare or review regulatory filings and ensure ongoing regulatory compliance
• Prepare/review materials for Board meetings and explain financial concepts to non‑financial stakeholders
• Coordinate with auditors, actuaries, attorneys, regulators, and other service providers
• Support annual captive audits and policy renewals in collaboration with internal and external teams
• Collaborate within the team to achieve shared client and business objectives

Skills

Strong communication

Relationship building

Organizational skills

Microsoft Excel

Financial statement analysis

Regulatory filings

Microsoft Word

Microsoft PowerPoint

Education

Bachelor in Accounting

CPA certification preferred

MBA or related certification preferred

Tools

Microsoft PowerPoint

Microsoft Word

Job description

Arthur J. Gallagher & Co. is seeking a dedicated captive insurance professional to manage a portfolio of clients, providing financial oversight, regulatory compliance, and governance support.

This hands-on role emphasizes independent work, collaboration with internal teams, and delivering high-quality client service in a values-led environment. Responsibilities include guiding captive matters, preparing financial statements and regulatory filings, and communicating complex concepts to