Senior Account Executive @ Davies

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. 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