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This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Captive Account Manager based in Canada.
This role sits at the intersection of captive insurance management, financial reporting, and client advisory, supporting a diverse portfolio of captive insurance entities. You will be responsible for ensuring accurate, timely, and compliant financial and regulatory reporting while acting as a key point of contact for clients and internal stakeholders. The position requires strong analytical capability, attention to detail, and the ability to manage multiple priorities in a deadline-driven environment. You will work closely with cross-functional teams and external service providers to ensure captive programs operate smoothly and remain fully compliant. This is a highly collaborative, remote-friendly role suited for someone who thrives in structured yet dynamic financial environments. The opportunity also offers exposure to complex captive structures and continuous professional development in a specialized field.
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 captive insurance environment
- Exposure to complex financial structures and regulatory frameworks
- Professional development and long-term career growth opportunities
- Collaborative, team-oriented work culture
- Work-life balance supported by flexible work arrangements
- Opportunity to contribute to a high-impact, client-focused advisory team.
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