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Strategic Risk Solutions

Independent captive management and consulting services

Account Manager - Captive Insurance

Financial AccountingConfirmed live in the last 24 hours
Full-timeRemote in Canada

About the Job

Requirements

  • A bachelor's degree is required; Accounting or Business is preferred.
  • A professional accounting qualification such as CPA, CA, ACA, or ACCA is required.
  • Three to five years of financial accounting experience are required.
  • Excellent verbal and written communication skills are required.
  • Excellent analytical, time-management, and prioritization skills are required.
  • Proven client-service skills and the ability to work independently and collaboratively are required.
  • Proficiency in Microsoft Office Suite is required.

Responsibilities

  • Prepare or peer review financial statements.
  • Oversee the annual audit process.
  • Monitor liquidity needs and manage each client’s cash position.
  • Process and oversee payments.
  • Ensure investments comply with Board-approved investment policies.
  • Maintain timely and professional communication with clients, service providers, and regulators.
  • Oversee insurance and reinsurance documentation.
  • Issue notices for shareholder, director, and committee meetings; prepare board packages; attend meetings virtually or in person; and draft minutes.
  • Develop client relationships and grow into the key contact coordinating input from service providers and the client.
  • For applicable clients, support responsibilities associated with an IRS Section 953(d) tax election.
  • Support Account Executives, Directors, and Managing Directors with additional duties as assigned.
  • Help standardize client working papers to improve operational efficiency.
  • Represent SRS professionally within the local business community.

Desired Qualifications

  • Knowledge of the Cayman captive insurance industry is beneficial.

About the Company

Strategic Risk Solutions

Independent captive management and consulting services

Strategic Risk Solutions delivers independent management and consulting services for captive insurance companies, including financial reporting, regulatory compliance, and underwriting management. Their approach uses a team-based, “one firm” model and adds value through advisory work and strong governance with SSAE 18 audits. They differentiate themselves as the largest independent captive manager with a focus on service quality, internal controls, and deep industry expertise. Their goal is to be the premier provider of captive management and consulting services, offering reliable operations and client-focused solutions.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Concord, MA
Founded
1993

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