Company

Insurance

SeniorCaptiveAccountManager

CA$115–165k ~AI est. Canada; United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Captive Account Manager. Manage captive insurance clients. Prepare financial statements”

Industry & Context.

Insurance
Problems you'll solve

Analytical skills; Interpret complex data; Draw accurate conclusions; Identify discrepancies; Resolve reporting issues

What They're Looking For.

Must Have

Prior experience in accounting, Prior experience in financial reporting, Prior experience in captive insurance management, Proficiency in Excel, Proficiency in financial data analysis tools, Excellent analytical skills, Highly detail-oriented, Organizational skills, Time management skills, Excellent communication skills, Ability to collaborate effectively, Demonstrated adaptability, Demonstrated efficiency, Ability to work in a fast-paced environment, High level of integrity, High level of professionalism, High level of accountability, Proactive mindset, Ability to take initiative, Ability to work independently, Teamwork orientation, Willingness to follow direction, Willingness to contribute ideas, Comfortable working remotely within Canada or the U. S

What You'll Do.

Manage captive insurance clients

Prepare financial statements

Prepare regulatory reporting

Coordinate with clients

Coordinate with internal teams

Coordinate with external providers

Ensure compliance with regulatory requirements

Oversee reporting cycles

Complete deliverables within deadlines

Maintain proactive communication with stakeholders

Support captive operations

Monitor competing priorities

Ensure efficient portfolio management

Identify discrepancies

Resolve reporting issues

Ensure accuracy in financial documentation

Ensure consistency in financial documentation

Support continuous improvement in reporting processes

Support continuous improvement in reporting tools

Support continuous improvement in client service delivery

How You'll Work.

Team & Collaboration

Collaborate with clients; Collaborate with internal teams

Communication Scope

Proactive communication

Full Job Description

## Accountabilities Manage a portfolio of captive insurance clients, ensuring timely and accurate financial statement preparation and regulatory reporting. Coordinate with clients, internal teams, and external service providers to ensure compliance with applicable regulatory requirements. Oversee reporting cycles and ensure all deliverables are completed within strict deadlines and quality standards. Maintain clear, proactive communication with stakeholders to support effective captive operations and issue resolution. Monitor multiple competing priorities and ensure efficient portfolio management across assigned accounts. Identify discrepancies, resolve reporting issues, and ensure accuracy and consistency in all financial documentation. Support continuous improvement in reporting processes, tools, and client service delivery. Requirements: Prior experience in accounting, financial reporting, and/or captive insurance management. Strong proficiency in Excel and financial data analysis tools. Excellent analytical skills with the ability to interpret complex data and draw accurate conclusions. Highly detail-oriented with a strong focus on accuracy, consistency, and quality of work. Strong organizational and time management skills with the ability to manage multiple deadlines simultaneously. Excellent communication skills and ability to collaborate effectively with clients and internal teams. Demonstrated adaptability, efficiency, and ability to work in a fast-paced environment. High level of integrity, professionalism, and accountability in all aspects of work. Proactive mindset with the ability to take initiative and work independently. Strong teamwork orientation and willingness to follow direction while contributing ideas for improvement. Comfortable working remotely within Canada or the U.S. Benefits: Competitive compensation aligned with experience and expertise Fully remote work flexibility within Canada or the United States Opportunity to work in a specialized c

Free ATS check

Applying for this Senior Captive Account Manager role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Lever

  • Lever uses a streamlined one-page form — apply in under 5 minutes.
  • LinkedIn import works well; review parsed data before submitting.
  • The cover letter field is optional but visible to reviewers — use it to differentiate.
  • Referral codes from employees can significantly boost visibility of your application.

ANONYMOUS · UNFILTERED

What do employees actually say about this company?

Real rants from real employees. Read before you apply.

Read Company Rants →