Account Administrator-Captive

General Summary:

The Account Administrator is responsible for accounting, regulatory compliance and administrative functions for a portfolio of captive insurance companies and other clients.

Essential Functions:

  • Preparation of financial statements in an accurate and timely manner.
  • Reconcile cash and investment accounts.
  • Prepare bank deposits and cash disbursements.
  • Assist account manager(s) with audit and actuarial activities.
  • Prepare regulatory filings.
  • Work with account manager(s) to ensure on-going compliance with captive insurance regulations.
  • Assist with policy issuance, certificates of insurance and other insurance documentation.
  • Bill and collect premiums.
  • Track and reconcile claims activity.
  • Obtain documentation for reinsurance programs.
  • Maintain client files in accordance with the Marsh standard filing system.
  • Maintain client contact as needed.
  • Maintain availability for special projects requested by account manager(s) and clients.
  • Monitor and document team and client activities to prevent and detect problems.
  • Prepare memos and other correspondence.
  • Correspond with other service providers.
  • Maintain client and office databases.
  • Investigate outstanding issues on client accounts.
  • Prepare meeting materials and participate in the annual board of directors' meeting and other client meetings.
  • Perform other job-related duties as assigned.


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