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Strategic Risk Solutions · 1 day ago

Regional Manager

Houston, TX

Full-time

Hybrid

Mid Level

$90K/yr - $115K/yr

3+ years exp

Strategic Risk Solutions is seeking a Regional Manager responsible for managing client accounts and overseeing day-to-day accounting tasks. The role involves regulatory filings, financial statement preparation, and maintaining client records while ensuring compliance with relevant legislation.

Financial ServicesInsurance

H1B Sponsored

Responsibilities

Complete regulatory filings

Preparation of financial statements for each client

Database management and general oversight of all clients' accounts

Review and update insurance documentation

Dealing with the client cash and investments portfolios

Maintain corporate records

Produce quarterly management accounts

Cash management

Debtors' control

Invoice production and corporate secretarial issues as required

Produce such reports as may be required by the Company

Make such recommendations to the Company they shall consider appropriate

Provide support as may be necessary in order to ensure the efficient day-to-day operations of the Company and the affairs of its clients

Consistently and promptly respond to client and inter-office requests

Maintain and ensure that all clients records are kept accurate and up to date

Provide support and assistance to the Director(s) and other staff members on any additional duties the Director(s) may, from time to time, assign to or vest in you

Use reasonable endeavors to preserve the integrity of client information and data and the application of SRS policies and procedures including the maintenance of the statutory register of any client company that you should be so assigned at the registered office and at the registrar of companies, and with respect to the employer's compliance obligations pursuant to the relevant jurisdictions anti-money laundering legislation

Undertake any necessary guidance and training in order to advance yourself with a better knowledge, so as to improve the service provided to SRS clients and applying SRS policies and procedures

Handle the annual audits for the captives

Assist with board meetings by collating and compiling the board book meeting material and take minutes where requested

Be responsible for a portfolio of client accounts to ensure deadline compliance and improve Fee Realization

Cash function for the captives, in loading payments on the online banking for release

Attendance of Board Meetings in Person to build client relations

Attend regulatory conferences to promote SRS

Readily available for urgent client matters and calls throughout US business hours (Same time zone)

Access to more US Bank accounts more easily that require tokens

Participation of business development (involved more with new start-ups and take-over captives from the onset)

Develop strong local relationships through networking and conference attendance

Portfolio to solely focus on the central time zone clients that would be easily accessible from Houston, as well as participating and leading client relationships in the region

Qualification

Accounting principlesGAAPFinancial accountingCaptive insurance knowledgeClient serviceTime managementAttention to detailVerbal communicationWritten communication

Required

Bachelor's degree or foreign equivalent in Accounting or related field plus 3 years of financial accounting experience with focus on captive insurance

Expert knowledge of accounting principles, GAAP, as well as an ability to grasp company financial policies and protocols

Self-driven with the ability to work effectively as part of a team or on individually assigned tasks in a fast paced, deadline driven environment where superior attention to detail, time management and prioritization skills are a must

Excellent client service and good verbal and written communication skills

Deep knowledge of captive insurance companies and the laws as it relates to western US domiciles