Specialist - Account Management

Overview

Specialist – Account Management Captives (C1) role handling preparation, review and finalization of captive insurance accounts and statutory filings, with mentoring of the team.

What you'll do

• Prepare, review and finalize accounts, HMRC returns, NAIC returns and BMA statutory filings for relevant, timely and accurate reporting of financial information to stakeholders.
• Mentor and develop technical skills of new hires in the team.
• Provide inputs to the Manager on specific training needs of team members.
• Conduct regular refreshers to bridge knowledge gaps and update the team on recent changes in policies and procedures, and devise ways to ensure retention of information by team members.
• Take end to end responsibility for delivery and review of work done by analysts and junior team members.
• Take accountability for moving all legacy accounts onto the new Captives Accounting platform (GCMS).
• Take on additional clients within the existing bandwidth.

What you'll need

• Captive Insurance knowledge.
• GCMS and Service Tracking knowledge.
• Experience with Vermont Annual Return (VAR) preparation.
• Preparation of Board Pack for Board Meeting.
• Preparation of Premium Tax Return.
• TRIA data filing.
• Prepare NAIC Filing.
• Board Meeting: present financial statements in the meeting.
• Experience dealing with US, Isle of Man, Guernsey, Dublin, Singapore regulations for clients domiciled in these regions.
• 2-3 years of experience in preparation and finalization of accounts.
• Sound knowledge of accounting principles and practices.
• Prior experience in Captives Accounting Production and Reviewer role (review of financials).
• Experience in Audit and Regulatory (respective Domicile) activities.
• Basic knowledge in integrating new clients to accounting system.
• Education: Chartered Accountant or relevant accounting degree.

Nice to have

• CA Inter (preferred).
• Diploma in IFRS.
• Prior working experience in the Insurance Sector.
• Positive attitude and ability to adapt to an ever-changing environment.
• An aptitude towards systems and technology.
• Ability to multi-task, work under pressure and meet tight deadlines.
• Able to work independently or with a team.
• Ability to multi-task and prioritize time effectively.

Details

• Location: Mumbai/Pune.
• Shift for Mumbai: flexible working 12 PM – 9 PM or 1 PM – 10 PM IST.
• Shift for Pune: flexible working 12:30 PM – 9:30 PM IST.
• Work mode: hybrid, with at least three days per week in the local office or working onsite with clients.