Senior Account Manager
IDEX Consulting Ltd
Job description
About the role
Join a global leader in insurance and captive management as a Senior Account Manager. You will play a key role in delivering high‑quality financial reporting, ensuring regulatory compliance, and supporting insurance operations while working closely with senior leadership and a broad network of stakeholders.
Key responsibilities
- Lead financial reporting for client accounts, acting as the primary point of contact for stakeholders across multiple departments.
- Coordinate communication and workflows across client service teams to ensure accurate and timely financial reporting and regulatory filings.
- Partner with external service providers—including actuaries, auditors, investment managers, brokers, claims adjusters, and legal counsel—to anticipate and meet client needs.
- Manage communication with state regulators and support the implementation of business plan updates.
- Prepare and deliver materials for client board meetings and presentations.
Required profile
- Proven experience in a senior accounting or finance role, preferably within insurance or captive management.
- Degree in accounting, finance, or a related field; CPA or insurance qualifications are a plus.
- Strong track record of improving processes and driving efficiency.
- Confident communicator with experience presenting to clients and senior stakeholders.
Required skills
- Microsoft Office Suite
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Published 1 month ago
Expires 1 day from now
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IDEX Consulting Ltd