The Account Manager is responsible for the daily management and accounting functions for a portfolio of clients that consist predominantly of insurance entities, captives, reinsurance pools, and syndicates, as well as various client finance companies, investment partnerships and holding companies. This professional role provides financial monitoring and control and ensures regulatory compliance. It is a consulting, and advisory position. We will count on you to assist/manage:

• Acts as account manager for a portfolio of client accounts
• Serves as a client contact for daily needs and answers client questions to improve the client experience
• Prepares captive financial and statistical reports in accordance with US, GAAP or IFRS, as well as the insurance regulatory environment
• Prepares regular financial commentaries to accompany financial statements
• Performs technical review of financial statements
• Ensures regulatory compliance
• Establishes and maintains good working relationships with clients, prospects, client teams, and colleagues
• Partners with the insurance team
• Manages audit and regulatory reporting
• Participates in and coordinates client meetings including preparation and presentation of financial information for those meetings
• Approves transactions for processing by the Captive Associates
• Partners with Client Executive on fee negotiations, management agreements and TRS reporting
• Performs other job-related duties as required