Senior Account Manager (Captive Insurance)

Introduction At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale. Overview We are seeking an experienced Senior Account Manager to manage a portfolio of captive insurance clients. This role is a senior individual contributor position with responsibility for financial oversight, regulatory compliance, governance support, and day‑to‑day client relationship management. The successful candidate will work independently while collaborating closely with internal teams and external service providers to deliver high‑quality, compliant, and responsive client service. How you'll make an impact Client & Portfolio Management 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 Financial & Regulatory Oversight 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 Governance & Board Support Prepare or review materials and present at captive Board of Director meetings Clearly explain accounting and financial concepts to non‑finance stakeholders Service Provider & Internal Coordination 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 Team Collaboration 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 #LI-MD6 About You Required Qualifications Bachelor’s degree in accounting, finance, or a related business field 3+ years of relevant experience in captive management, accounting, insurance or finance Advanced proficiency in Microsoft Excel, Word, and PowerPoint Strong written, verbal, and organizational skills Ability to manage multiple priorities in a deadline‑driven environment Preferred Qualifications CPA, ACI, MBA, or other relevant professional certification Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Client & Portfolio Management 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 Financial & Regulatory Oversight 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 Governance & Board Support Prepare or review materials and present at captive Board of Director meetings Clearly explain accounting and financial concepts to non‑finance stakeholders Service Provider & Internal Coordination 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 Team Collaboration 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 #LI-MD6

Required Qualifications Bachelor’s degree in accounting, finance, or a related business field 3+ years of relevant experience in captive management, accounting, insurance or finance Advanced proficiency in Microsoft Excel, Word, and PowerPoint Strong written, verbal, and organizational skills Ability to manage multiple priorities in a deadline‑driven environment Preferred Qualifications CPA, ACI, MBA, or other relevant professional certification