Job Summary:
The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity.
Primary responsibilities include:
* Preparation of financial statements as well as client financial and management accounting
* Managing and over-seeing regulatory and compliance issues
* Preparation of Board Packs and client bench-marking analysis
* Reviewing new clients business operations and work with the team that implements solutions
* Responding to and following up on queries by the captive account-holders
* Maintenance and development of various management information reports
Key activities in the job include:
* Preparation of Trial Balance Income statement and Balance Sheet for Captive Insurance clients
* Planning and carrying out different accounting and financial activities like budgeting forecasting investment reconciliations cash flow statement & bank account reconciliation
* Update notes to accounts if and when required
* Calculating the unearned / un-expensed reinsurance reserve
* Calculating the Allocated Investment Income
* Posting journals preparing reconciliation and review of balances
* Preparing management statutory and regulatory reports
* Monitoring the shareholder/Inter-company loans - as per the respective state laws
* Monitor and report on activities and provide relevant management information
* Be system proficient with hands on experience on MS Office applications
* Liaise and attend meetings along with other company functions necessary to perform duties and organizational development
Top 5 Competencies
* Managing Stakeholders
* Adjusting to change
* Structuring Task
* Presentation skills
* Investigating Issues & Evaluating Problems
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Required Skills and Qualifications:
* CA Qualified
* Good communication Skill
* Self-driven results-oriented with a positive outlook and a clear focus on high quality
* Advanced spreadsheet skills (MS Excel)
* A forward planner who can critically assess his / her own performance
* Mature credible and comfortable in dealing with senior company executives
* Emphatic communicator ability to see things from the other persons point of view
* Presentable and businesslike
* Sufficiently mobile and flexible to travel to the US UK or other domicile locations
* Keen for new experience responsibility accountability and professional development
* Able to get on with others; be a team-player
Were committed to equal employment opportunity and provide application interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers from the application process through to joining WTW please email.
Required Experience:
IC