[Remote] Senior Account Manager
Note: The job is a remote job and is open to candidates in USA. Lloyd Bedford Cox, Inc. is a part of Gallagher, where innovation in risk management is encouraged. The company is seeking a Senior Account Manager to manage a portfolio of captive insurance clients, ensuring financial oversight, regulatory compliance, and high-quality client relationships.
Responsibilities
- Serve as the primary point of contact for a portfolio of captive insurance clients
- Build trusted relationships with clients and provide clear, timely guidance on all captive‑related matters
- Deliver a high standard of customer service to clients and service providers
- Monitor client cash flow and prepare or review financial statements, management reports, and budgets
- Compile, consolidate, and analyze financial information for captive clients
- Prepare or review regulatory filings and ensure ongoing compliance with captive insurance regulations
- Support client business plan changes and communicate with captive regulators
- Prepare or review materials and present at captive Board of Director meetings
- Clearly explain accounting and financial concepts to non‑finance stakeholders
- Coordinate with auditors, actuaries, attorneys, regulators, and other service providers
- Facilitate annual captive audits, including gathering documentation and supporting timely completion and filing
- Partner with internal and external teams to support annual insurance policy renewals
- Work effectively within a team environment to support shared client and business objectives
- May provide guidance or oversight to other team members without formal people‑management responsibility
Skills
- Bachelor's degree and 7 or more years client service and/or claims management experience OR High School degree and 12 years experience
- License required
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a deadline‑driven environment
- Able and willing to travel approximately 25% of the time
- Professional designation or higher education may be preferred, such as CPA or MBA
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
Company Overview