Account Manager (Accountant)

Isle of Man
Our Client seeks an Account Manager (Accountant) to join their team.
Role Profile: You will be responsible for financial monitoring and control, and ensures regulatory
compliance of a portfolio of client insurance companies. This is a consulting, advisory, and
managerial position.  
Key Responsibilities:
  • Preparation of client meeting materials and oversee collation of client meeting books
  • Review, and where required prepare, client company minutes
  • Maintain and complete action items / matters arising from client meetings
  • Completion and submission of AML/CFT checklist for MLRO / DMLRO review
  • Maintaining client company risk assessments and monitoring compliance with Corporate Governance Code requirements
  • Scheduling Internal Audit (if applicable) and implementing agreed actions
  • Agreeing and updating changes to client bank mandate
  • Agreeing and setting up client investments (if applicable)
  • Preparing annual budget and agreeing stress tests with client directors
  • Reviews financial reports prepared by Accountant
  • Ensures all financial aspects of the client are efficiently managed, including internal and external audit
  • Ensures regulatory compliance, including regulatory capital calculations
  • Possesses technical ability to discuss regulatory updates with clients
  • Establishes and maintains good working relationships with clients, prospects, client teams, and colleagues
  • Works with Account Director to negotiate fee and maintains the management agreement
  • Manages overall client relationship which involves communicating with customers with regards to any account problems and discussing customer concerns and suggestions
  • Performs and executes review of financial statements
  • Acts as an insurance, company and regulatory consultant
  • Partners on program design and insurance renewals
  • Oversees new client implementation process
  • Partners with business development team obtaining new and expanding business opportunities
Key Skill & Experience:
  • Would suit a qualified accountant that has recently or previously audited insurance companies.
Your specialist: Anne Murray
Quote job ref: 9521

Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.