
Captive Account Manager
3 days ago
The Captive Account Manager is driven by prompt, accurate and thoughtful service to clients and internal team members. With prior captive account management experience she/he will need to have a comfort with financial and regulatory reporting.
In This Role You Will Execute On:
- Timely and accurate financial statement reporting
- Timely and accurate regulatory reporting
- Effective communication with client and other service providers to ensure the captive insurance entity remains compliant with regulatory requirements
- Strong time management skills demonstrated by an ability to manage a portfolio of captive clients with competing deadlines
- Ability to work well with others, and accept direction
In This Role You'll Need:
- Prior Experience with: Accounting and Captive Management
- Strong Excel Skills
- Ambitious Desire to develop skills and abilities in order to advance personal career and the firm.
- Analytical – Ability to consider multiple data sources and draw relevant conclusions.
- Detail-oriented – Ability to notice inconsistences and errors in work product and documents.
- Enthusiastic – Exhibits passion and excitement over work. Has a 'can-do' attitude.
- Efficient – Able to produce significant output with minimal wasted effort.
- Flexible / Adaptable – Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
- High standards – Expects personal performance and team performance to be nothing short of the best.
- Honesty / Integrity – Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.
- Intelligence – Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information.
- Listening Skills – Lets others speak and seeks to understand their point of view. Willingness to learn and accept direction.
- Organization and Planning – Plans, organizes, schedules and budgets in an efficient, productive manner. Focuses on key priorities.
- Persistence – Demonstrates tenacity and willingness to go the distance to get something done.
- Proactivity – Acts without being told what to do. Brings new ideas to the company.
- Professionalism – Remains calm under pressure; responses to criticism in a courteous manner; demonstrates a lack of bias in working relationships due to gender, age and race.
- Teamwork – Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
- Temperament – Remains calm under pressure
- Work Ethic – Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
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