Senior Accountant - Captive

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Senior Accountant in Captive Management at EPIC is responsible for managing a complex portfolio of captive insurance companies, ensuring compliance with regulatory requirements, and maintaining strong client relationships. This role emphasizes customer service and the professional reporting of results, contributing to EPIC’s reputation in the captive management marketplace.

LOCATION: Hybrid; Open to Remote

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• 
  Manage a large, complex portfolio of captive insurance companies.
  • Coordinate all captive operations, including financial statement preparation and regulatory compliance.
  • Lead communication with captive owners, service providers, and regulators.
  • Act as the primary contact for clients, ensuring compliance with regulatory requirements and timely financial statement preparation.
  • Independently perform special requests for clients, such as business plan changes and financial proformas.
  • Maintain day-to-day communication with clients and service providers regarding captive business operations.
  • Managing and coordinating service providers including auditors and actuaries.

WHAT YOU’LL BRING:

• Bachelor's degree in Accounting or equivalent captive experience required.
• CPA or CPA candidate preferred but not required.
• Experience in preparing financial statements in accordance with GAAP or related experience.
• Experience in managing or coordinating financial or regulatory audits.
• Proven ability to work effectively in both team and independent settings to meet deadlines.
• Demonstrated analytical skills and independent task completion.
• Excellent organizational skills and proficiency in Office 365.
• Effective verbal and written communication skills.

NICE TO HAVE:

• Experience in captive insurance management.
• Familiarity with regulatory compliance in the insurance industry.

COMPENSATION: 

The national average salary for this role is $90,000 - $105,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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