Title: Account Executive Job Summary: Responsible for managing the financial and regulatory affairs of a portfolio of captive insurance companies.
Supervisory Responsibilities: none
Essential Responsibilities:
Regulatory filings, preparation or peer review of financial statements for each client, database management and general oversight of all clients accounts.
Review and update insurance documentation, dealing with the client cash and investments portfolios, and maintain corporate records.
Produce or peer review monthly / quarterly management accounts, cash management, debtors control, invoice production and corporate secretarial issues as required.
Produce such reports as may be required by the Company.
Make such recommendations to the Company they shall consider appropriate.
Provide support as may be necessary to ensure the efficient day-to-day operations of the Company and the affairs of its clients.
Maintain for SRS a visible and respected profile in the local community.
Consistently respond to client requests.
Provide support to the Directors and Managing Directors on any additional duties they may, from time to time, assign or vest in you.
Maintain and ensure that all clients records are kept accurate and up to date.
Required Skill/Abilities:
Accounting Degree
A recognized professional accounting designation required, such as CA, FCA, or CPA.
Minimum 3 years of captive insurance experience required, specifically including group captive insurance companies.
Operating knowledge of US GAAP is required.
Self-motivation with the ability to work effectively as part of a team or on individually assigned tasks in a fast-paced environment where exceptional attention to detail, time management and prioritization skills are essential.
Excellent verbal and written communication skills.