Senior Portfolio Manager

1 semana atrás

São Paulo, São Paulo, Brasil beBeeAccount Tempo inteiro US$80.000 - US$130.000
Job Description

The Senior Account Manager role is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This position operates under general direction and focuses on financial statement preparation and review, regulatory compliance, and client relationship management.

  • Liaison with insurance brokers and reinsurance brokers as required.
  • Assist with underwriting documentation and decisions in conjunction with the Client Service Team and the 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.

This role plays a key part in supporting strategic initiatives, ensuring adherence to accounting practices, and maintaining effective communication with clients, regulators, and service providers.

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.

Required Skills and Qualifications
  • 4-year degree in Accounting, Finance or equivalent work experience, or related area or CPA qualification
  • Advanced Computer Skills
  • In-depth knowledge and experience of captive insurance and insurance industry in the following areas:
    • Accounting for captives
    • Insurance products
    • Problem resolution
  • Willis Towers Watson knowledge (platforms, structure, etc.)
  • Ability to monitor quality control
  • Client relationship skills
  • Project Management skills
  • Board meeting presentation skills
  • Working toward Leadership and People Management skills
  • Compliance
  • Complex issue-solving skills
  • Excellent verbal and written communication skills
Benefits
  • Competitive base salary range: $80,000-$130,000 USD annually
  • Annual short-term incentive bonus
  • Health and Welfare Benefits: Medical, Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
  • Leave Benefits: Paid Holidays, Annual Paid Time Off, Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
  • Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution
Others

At WTW, we trust you to know your work and the people, tools, and environment you need to be successful. The majority of our colleagues work in a hybrid style, with a mix of remote, in-person, and in-office interactions dependent on the needs of the team, role, and clients.

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