- Location
- Home United States
- Type
- Full-time
- Department
- Sales
- Seniority
- Senior
- Education
- Master
- Source
- Pinpoint
Description
Senior Account Executive
Application Deadline: 22 May 2026
Department: Business Support
Employment Type: Permanent - Full Time
Location: Home United States
Reporting To: Christopher Russin
Description
This position is responsible for the day to day management of an increasingly complex portfolio of captive insurance clients, including risk retention groups, insurance reciprocal exchanges and/or other complex structures, the number of which varies depending on complexity of the accounts, as well as serving as a mentor and resource to Staff Accountants.
The Senior Account Executive will demonstrate ability to work independently, present financial statements at board meetings, serve as a mentor and resource to staff, as well as ability to train and lead. Assist company by adhering to and maintaining standards in accordance with ISMS policy and procedure.
The Senior Account Executive will demonstrate ability to work independently, present financial statements at board meetings, serve as a mentor and resource to staff, as well as ability to train and lead. Assist company by adhering to and maintaining standards in accordance with ISMS policy and procedure.
Key Responsibilities
- Responsible for the delivery of high-quality service, ensuring that all client service standards are met for portfolio of captive clients
- Responsible for adherence to established regulatory, company and client timelines and deadlines
- Responsible for following established guidelines, checklists and procedures, ensuring that managed companies remain compliant and internal controls are followed.
- Responsible for enforcing said guidelines, checklists and procedures with managed staff
- Supervise, train, mentor and serve as a resource to Staff Accountants
- Preparation of periodic financial statement packages tailored to individual client needs and completion of self-review
- Preparation of quarterly and annual NAIC statements
- Preparation of written analysis of financial statements
- Planning and coordination of annual audit and actuarial review
- Maintain up to date knowledge of accounting, insurance and regulatory issues affecting captives
Skills, Knowledge & Expertise
- Bachelor’s Degree or higher with a concentration in Accounting or relevant equivalent experience
- CPA or CPA candidate
- 5 – 10 years of general accounting knowledge
- Achievement of Associate in Captive Insurance or similar designation
- Up to date knowledge of GAAP and insurance accounting principles
- Accounting research capability
- 5 years statutory or alternative market insurance account experience
- Advanced proficiency in software (Word, Excel, Outlook and QuickBooks)
Job Benefits
Davies are committed to being a diverse and inclusive workplace. We welcome candidates of all genders, gender identity and expression, neurodiversity, sexual orientation, disability, physical appearance, body size, race, age, nationality, and belief (or lack thereof).
Join us and enjoy our ever-evolving benefits, including but not limited to:
Join us and enjoy our ever-evolving benefits, including but not limited to:
- Reward platform – discounts for over 800 retailers
- 25 days holiday (rising with service)
- Well-being centre
- Recognition programme
- Family friendly employer
- Pension - company contribution at 10%
- Life Assurance (10 x basic salary)
- Private medical with an annual health check
- Development, training, and professional qualification
- Employee volunteering programme
Skills
ExcelQuickBooksGAAPCPA