Account Executive

As an Account Executive for a global insurance and captive management business, you will be responsible for financial reporting, compliance, and insurance, while being supported and guided by leadership team members. You will have direct contact with client contacts within the corporate controllership, risk management, tax, legal and other departments, as well as auditors, actuaries, investment managers, etc. Duties will include:

• Financial reporting for client accounts and serving as the primary contact for individuals from various departments, such as risk management, corporate controllership, tax, legal, etc.
• Drive communication & processes for client service teams in order to ensure quality and timeliness of financial reporting and regulatory filings.
• Coordinate efforts with outside service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and outside counsel to proactively meet client needs.
• Communicate and implement business plan changes with State regulators.
• Prepare and present materials during client board meetings.

Skills and experience required.

• Proven experience within Senior accounting/finance roles, preferably within Captive Management and/or Insurance
• Accounting degree, CPA or insurance designation(s) is advantageous, but not essential.
• Bachelor's degree in or equivalent years of industry experience
• Consistent track record of increasing efficiency and improving methods and approaches.
• Proficiency in working with Microsoft Office Suite
• Demonstrated effectiveness in presentations to clients.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.