Senior Account Manager

George Town, Cayman Islands
Full Time
Experienced
Title: Senior Account Manager
Job Summary: The Senior Account Manager is an experienced Account Manager who demonstrates leadership, initiative, and readiness to take on more complex responsibilities. This role manages the financial and regulatory affairs of a portfolio of captive insurance companies

Supervisory Responsibilities: None.

Essential Responsibilities:
  • Prepare or peer review financial statements for each client.
  • Oversee annual audit process
  • Monitor liquidity needs and manage each client’s cash position.
  • Process and oversee payments.
  • Ensure compliance of investments with Board-approved Investment Policy
  • Maintain timely and professional communication with clients, service providers and regulators.
  • Review, update and issue insurance and reinsurance documentation, including certificates of insurance.
  • Issue notices of meetings (shareholders, directors, committees), prepare board packages, attend local meetings and draft minutes.
  • Maintain a visible and respected profile for SRS in the local community.
  • Respond promptly and professionally to client requests.
  • Support Account Executives, Directors and Managing Directors on any additional duties as assigned.
  • Ensure all clients’ records are accurate and up to date.

Required Skill/Abilities:
  • Accounting degree and recognized professional accounting designation (CA, FCA, CPA)
  • Minimum 3 years of captive management experience required; reinsurance or group captive experience preferred.
  • Strong knowledge of US GAAP and financial reporting.
  • Excellent analytical, time management, and prioritization skills.
  • Self-motivated with the ability to work independently and collaboratively.
  • Strong verbal and written communication skills
  • Excellent client service orientation
  • Proficiency in Microsoft Office products
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