Lead Accountant; Account Executive

Description

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
• Undertake underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate
• Monitor 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

• Monitor domicile solvency and capital requirements
• Obtain regulatory approval of changes to business plan
• Obtain board approval for underwriting decisions
• Account for premium
• Agree restraining 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
• Act on matters arising from client meetings
• Ensure relevant company secretarial functions are performed in a timely manner
• Ensure compliance with Corporate Governance

Management

• Participate in and provide input on strategic and major operational issues; assume responsibility for a specific area of company strategy
• Implement policies adopted by the Practice
• Maintain contact with all client directors and advise them 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
• Understand importance of WEM and the WTW code of Conduct and work to be seen as a role model in the office

The Requirements

• 4‑year degree in Accounting, Finance or related area or…