Senior Account Manager

Senior Account Manager

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

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