Leadership Manager

Há 2 dias


São Paulo, São Paulo, Brasil beBeeAccount Tempo inteiro US$80.000 - US$130.000
Senior Account Manager Role

This senior account manager will deliver comprehensive management services to a portfolio of captive insurance companies. They will operate under general direction and focus on financial statement preparation and review, regulatory compliance, and client relationship management.

The ideal candidate will have a strong background in accounting and captive insurance, excellent analytical and communication skills, and the ability to manage complex issues and client needs with professionalism.

  • Ensures strong relationships with clients, regulators, captive directors, and key service providers.
  • Primary focus on financial statement review and/or preparation.
Key Responsibilities:

Insurance:

  • Liaison with insurance brokers as required.
  • Assist with underwriting documentation and decisions in conjunction with the Client Service Team and Practice Underwriting resources, as appropriate.
  • Monitoring of exposures and risk transfer pricing within assigned portfolio.
  • Obtain regulatory approval for changes to the business plan.
  • Obtain 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 production of management financial statement accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
  • Assist with adoption of appropriate accounting practices and ensure adherence thereto.
  • Manage or supervise 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 and accuracy 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:

  • Provide input on strategic and operational issues. Assume responsibility for a specific area of company strategy.
  • Implement policies adopted by Practice.
  • Contact 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 Management in performing board insight, perspective & thought leadership as required.
  • Understand importance of Internal Control procedures and the WTW code of Conduct and work to be seen as a role model in the office.


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