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Captive Insurance Professional, Senior Account Manager

2 months ago


Burlington, Vermont, United States AIG Full time
About the Role

We are seeking a highly skilled and experienced Senior Account Executive to join our Captive Management team at AIG. As a key member of our team, you will be responsible for managing a large and complex portfolio of captive insurance companies.

Key Responsibilities
  • Manage a large portfolio of captive insurance companies, coordinating all captive operations, including financial statement preparation, regulatory and corporate compliance on behalf of captive owners.
  • Lead relationship and communication with senior captive owners, service providers, and regulators.
  • Provide account peer reviews and utilize and delegate to Account Admin and/or Coordinators.
  • Prepare financial statements and ensure captives are in compliance with all regulatory requirements, including various filings for each client accurately and with specified deadlines.
Performance Objectives
  • Client Management: Be the primary contact for clients, prepare financial statements, and ensure captives are in compliance with all regulatory requirements.
  • Non-Routine Client Management: Independently perform special requests for clients, which may include tasks such as business plan changes, preparing financial proformas, or analyzing new agreements.
  • Communication/Relationships: Responsible for day-to-day client and service providers communications for matters relating to captive business operations and insurance programs.
Requirements
  • Bachelor of Accounting degree or captive experience required.
  • CPA or equivalent or CPA candidate a plus, but not required.
  • Experience in preparing financial statements with Generally Accepted Accounting Principles (GAAP) or related experiences.
  • Proven ability to work effectively both in a team environment and independently in order to meet deadlines and satisfy the needs of the client and service team managers.
  • Demonstrated analytical thought and the ability to think and complete tasks independently.
  • Contribute to a team environment.
  • Excellent organizational skills a must.
  • Excellent Excel skills.
  • Effective communicator, both verbally and written.
About AIG

AIG is a global leader in commercial and personal insurance solutions, with a diverse range of products and services that help businesses and individuals protect their assets, manage risks, and provide for retirement security.

We are committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions, and goals. We foster a culture of inclusion and belonging through our flexible work arrangements, diversity and inclusion learning, cultural awareness activities, and Employee Resource Groups (ERGs).

AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability, or any other legally protected categories.