Lead Accountant (account Executive) - Captive Insurance Management

Willis Towers Watson's Captive Solutions

Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client's unique risk profile. Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance. The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance. This position offers a dynamic opportunity to lead within a team of top-tier professionals—actuaries, brokers, analysts, and consultants—dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson's world-class Captive Solutions platform. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

New Business

• Assist in the development of new business for the Company
• Give input to the creation of a marketing and new business strategy
• Implement marketing and new business strategy
• Identify new business opportunities (including cross-selling opportunities) within existing client base
• Take responsibility for a number of new business development projects
• Promote the Company within and outside the Willis Group
• Provide technical advice on request within the Practice

Insurance

• Liaison with insurance broker and reinsurance brokers as required
• Underwriting 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
• Oversee regulatory approval for changes to the business plan
• Oversee Board approval for underwriting decisions

Finance/Regulatory

• Monitoring of domicile solvency and capital requirements
• Obtaining regulatory approval of changes to business plan
• Obtaining board approval for underwriting decisions
• Accounting for premium
• Agree reserving methodology
• Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required
• Assist with the adoption of appropriate accounting practices and ensure adherence thereto
• Manage cash requirements of the companies
• Liaise with and monitor investment managers in respect of invested funds
• Assist Client Service Team with co-ordination of board meetings
• Ensure timely production of board papers
• Ensure timely production of minutes and review prior to distribution
• Action matters arising from client meetings
• Ensure relevant company secretarial functions are performed in a timely manner
• Ensure compliance with Corporate Governance

Management

• To participate in and provide input on strategic and major operational issues
• Assume responsibility for a specific area of company strategy
• To implement policies adopted by the Practice
• Contact is maintained with all client directors and that they are advised of any developments
• Keep Practice leadership apprised of client developments
• Entertain clients & prospects as required
• Support Senior Principal in performing board insight, perspective & thought leadership as required
• Understands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office

The Requirements

4 year degree in Accounting, Finance or related area or CPA qualification

Maintenance of CPA qualification through CPD, as appropriate

Advanced Computer Skills

In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years' experience) 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

Advanced presentation skills

Leadership and People Management skills

Compliance

Can solve complex issues and will raise highly complex issues to higher level

Ability to influence and negotiate

Excellent verbal and written communication skills

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.

Compensation

The base salary compensation range being offered for this role is $100,000-$140,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), 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 (includes paid state/local paid leave where required), 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
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.