Willis Towers Watson
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
Qualifications The Requirements
4‑year degree in Accounting, Finance or related area or CPA qualification
Maintenance of CPA qualification through CPD, as appropriate
Advanced Computer Skills
In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years’ experience) in accounting for captives, insurance products, and problem resolution
Willis Towers Watson knowledge (platforms, structure, etc.)
Ability to monitor quality control
Client relationship skills
Project Management skills
Advanced presentation skills
Leadership and People Management skills
Compliance
Can solve complex issues and will raise highly complex issues to higher level
Ability to influence and negotiate
Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Compensation
The base salary compensation range being offered for this role is $100,000-$130,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits:
Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits:
Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
Retirement Benefits:
Contributory Pension Plan and Savings Plan (401k)
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a “hybrid” style, with a mix of remote, in‑person and in‑office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one‑size‑fits‑all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location‑based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
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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
Qualifications The Requirements
4‑year degree in Accounting, Finance or related area or CPA qualification
Maintenance of CPA qualification through CPD, as appropriate
Advanced Computer Skills
In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years’ experience) in accounting for captives, insurance products, and problem resolution
Willis Towers Watson knowledge (platforms, structure, etc.)
Ability to monitor quality control
Client relationship skills
Project Management skills
Advanced presentation skills
Leadership and People Management skills
Compliance
Can solve complex issues and will raise highly complex issues to higher level
Ability to influence and negotiate
Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Compensation
The base salary compensation range being offered for this role is $100,000-$130,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits:
Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits:
Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
Retirement Benefits:
Contributory Pension Plan and Savings Plan (401k)
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a “hybrid” style, with a mix of remote, in‑person and in‑office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one‑size‑fits‑all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location‑based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
#J-18808-Ljbffr