DOXA Insurance

DOXA Insurance

Senior Account Executive - Captive Solutions

Indianapolis, IN | $144K - $200K

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Qualifications

  • Bachelor’s Degree in Accounting or Finance or equivalent training
  • Experience with regulatory filings
  • Prior P&L/revenue responsibility
  • Technology enthusiast
  • Strong collaborator
  • Prior direct or indirect experience managing professional staff

Responsibilities

  • Utilize expertise to perform critical client functions, including evaluating risks; reviewing loss experience, cash flow and financials; developing solutions articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines and related to accounting and insurance regulatory compliance
  • Help establish the growth and retention strategy for account team and monitor implementation
  • Duly monitor the retention of business and generation of new business
  • Ensure the success of relationships with clients, prospects, client teams and producers to provide best in class service and drive growth
  • Serve as a client contact and responds to more complex client needs and questions to improve the client experience
  • Maintaining and monitoring monthly account analysis and reconciliations for assigned general ledger accounts and resolving reconciling items and issues noted in a timely manner
  • Preparing, reviewing and uploading monthly journal entries for month-end close
  • Reviewing, documenting and resolving variances in monthly preliminary Financial Statements prior to distribution
  • Preparing various audit schedules as requested
  • Creating and maintaining key process flows related to position
  • Functioning as interdepartmental liaison in regards to accounting policies and procedures
  • Responsible for the implementation and maintenance of financial software used for revenue recognition process
  • Special projects as assigned

Benefits

  • Our compensation package includes vacation and sick compensation, health, dental, vision, life, and long-term and short-term disability insurance, and a matching 401(k) plan

Company information

Your Specialty Insurance Partner

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201-500 employees
Insurance, Finance, Financial Services, Professional Services, Technology, Business Services, Data & Analytics, Investment Banking
Privately Held
Fort Wayne, Indiana
Company Specialties:
Managing General Agents, Insurance, Specialty Insurance, Wholesale, M&A, Program Adminstrator, Independent Agent, Insurance Producer, Insurance Carrier, underwriting, specialty underwriting, and niche underwriting