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Senior Account Executive - Captive Solutions

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DOXA Insurance Holdings LLC

US

23 days ago
full-time
degree mentioned

Job highlights

Qualification

Bachelor’s Degree in Accounting or Finance or equivalent training. Experience with regulatory filings. Prior P&L/revenue responsibility. Technology enthusiast. Strong collaborator. Prior direct or indirect experience managing professional staff

Responsibility

Utilize expertise to perform critical client functions, including evaluating risks; reviewing loss experience, cash flow and financials; developing solutions articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines and related to accounting and insurance regulatory compliance. Help establish the growth and retention strategy for account team and monitor implementation. Duly monitor the retention of business and generation of new business. Ensure the success of relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. Serve as a client contact and responds to more complex client needs and questions to improve the client experience. Maintaining and monitoring monthly account analysis and reconciliations for assigned general ledger accounts and resolving reconciling items and issues noted in a timely manner. Preparing, reviewing and uploading monthly journal entries for month-end close. Reviewing, documenting and resolving variances in monthly preliminary Financial Statements prior to distribution. Preparing various audit schedules as requested. Creating and maintaining key process flows related to position. Functioning as interdepartmental liaison in regards to accounting policies and procedures. Responsible for the implementation and maintenance of financial software used for revenue recognition process. Special projects as assigned

Benefits

  • Our compensation package includes vacation and sick compensation, health, dental, vision, life, and long-term and short-term disability insurance, and a matching 401(k) plan
  • Dental Coverage
  • Retirement Savings
  • Paid Time Off
  • Health Insurance

Job Description

Description

ABOUT DOXA DOXA Insurance Holdings is a Midwest-domiciled holding company that acquires specialty niche-focused insurance distribution companies such as Managing General Agencies (MGA), Wholesale Brokers, Program Administrators, and Retail Agencies. We currently operate 15 companies and expect that number to grow every year. DOXA’s leaders are experienced insurance executives with credentials in the niche and specialty insurance market. We are building a team of fun, hard-working people that want to help us continue to thrive and grow. Full Job Description Seeking Senior Account Executive / Senior Vice President in Captive Insurance Company Management. Remote work from any location in the US is possible. Key Responsibilities • Utilize expertise to perform critical client functions, including evaluating risks; reviewing loss experience, cash flow and financials; developing solutions articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines and related to accounting and insurance regulatory compliance. • Help establish the growth and retention strategy for account team and monitor implementation. Duly monitor the retention of business and generation of new business. • Ensure the success of relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. • Serve as a client contact and responds to more complex client needs and questions to improve the client experience. • Maintaining and monitoring monthly account analysis and reconciliations for assigned general ledger accounts and resolving reconciling items and issues noted in a timely manner. • Preparing, reviewing and uploading monthly journal entries for month-end close. • Reviewing, documenting and resolving variances in monthly preliminary Financial Statements prior to distribution. • Preparing various audit schedules as requested. • Creating and maintaining key process flows related to position. • Functioning as interdepartmental liaison in regards to accounting policies and procedures. • Responsible for the implementation and maintenance of financial software used for revenue recognition process. • Special projects as assigned. Serving as informal mentor and resource to Staff Accountants, Intermediate Accountant, Senior Accounting Associate and Intern. Qualifications: • Bachelor’s Degree in Accounting or Finance or equivalent training • Licensed CPA or equivalent international credential preferred • Experience with regulatory filings • Prior P&L/revenue responsibility • Technology enthusiast • Strong collaborator • Prior direct or indirect experience managing professional staff BENEFITS DOXA Insurance Holdings offers employees an excellent work environment with opportunities for growth. This position can be remote; we support in office, remote & hybrid work environments. Our compensation package includes vacation and sick compensation, health, dental, vision, life, and long-term and short-term disability insurance, and a matching 401(k) plan.