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.
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
At Davies, we are dedicated to supporting the well‑being and future of our qualifying employees. Our comprehensive benefits package includes:
• Medical, dental, and vision plans to support your health and that of your family
• A 401(k) plan with employer matching
• Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
• Paid holidays
• Life insurance and short‑term and long‑term disability coverage
Benefit offerings, eligibility, and required employer contributions may vary based on role, classification, and applicable federal, state, and local laws, including those tied to an employee’s primary work location.
Where required by law, the Company provides paid sick leave, paid family and parental leave, and other mandated benefits in accordance with applicable state and local requirements.
Diversity and Inclusion
Davies is dedicated to fostering a diverse and inclusive workplace that embraces a wide range of perspectives and experiences. We believe that diversity of thought is essential for innovation and creativity, and we actively promote an environment where all voices are valued and heard.
Compensation Transparency:
The salary range listed reflects the full compensation band for this role across all locations. Actual compensation will be based on factors such as skills, experience, qualifications, and geographic location, which may impact the final offer. We share ranges to remain transparent and consistent with pay equity practices.
Background Check & Fair Chance Compliance
Any background check or review of criminal history, if applicable to the role, will be conducted only after a conditional offer of employment and in compliance with applicable federal, state, and local laws, including fair‑chance hiring requirements.
Massachusetts Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
We do not use sites like Facebook, Craigslist, or Telegram to recruit or interview potential employees or contractors. If you have been asked to provide any information through any method other than our career portal, please email us at recruitment@davies-group.com