Accountant (Account Manager) - Captive Insurance Management

Description

As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing.

This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers.

With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.

Note : Employment-based non-immigrant visa sponsorship and / or assistance is not offered for this specific job opportunity.

The Role

Ensures strong relationships with client, regulators, captive directors and key service providers.

Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.

Insurance

Liaison with insurance broker and reinsurance brokers as required.

Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.

Monitoring of exposures and risk transfer pricing within assigned portfolio.

Assist with regulatory approval for changes to the business plan.

Assist with Board approval for underwriting decisions.

Finance / Regulatory

Monitoring of domicile solvency and capital requirements

Obtaining regulatory approval of changes to business plan

Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology

Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.

Assist with the adoption of appropriate accounting practices and ensure adherence thereto.

Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds

Assist Client Service Team with co-ordination of board meetings

Ensure timely production of board papers.

Ensure timely production of minutes and review prior to distribution.

Action matters arising from client meetings

Ensure relevant company secretarial functions are performed in a timely manner.

Ensure compliance with Corporate Governance.

Management

To participate in and provide input on strategic and major operational issues.

Assume responsibility for a specific area of company strategy.

To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.

Keep Practice leadership apprised of client developments.

Entertain clients & prospects as required.

Support Senior Executive in performing board insight, perspective & thought leadership as required

Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.

Qualifications

The Requirements

2-4 year degree in Accounting, Finance or related area

Computer Skills

A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas : (1) accounting for captives (2) insurance products, and (3) problem resolution

Willis Towers Watson knowledge (platforms, structure, etc.)

Ability to monitor quality control Client relationship skills

Project Management skills

This position will remain posted for a minimum of three business days from the date posted or until sufficient / appropriate candidate slate has been identified.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state / local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education / professional certifications, qualifications / experience, performance in the role and potential for revenue generation.

Compensation

The base salary compensation range being offered for this role is $70,000-$100,000 USD per year.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply) :

Health and Welfare Benefits : Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work / Life Resources (including Employee Assistance Program)

Leave Benefits : Paid Holidays, Annual Paid Time Off (includes paid state / local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off () ( Washington State only )

Retirement Benefits : Contributory Pension Plan and Savings Plan (401k).

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability / vets