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    Account Manager - Oklahoma, United States - Helio Risk

    Helio Risk
    Helio Risk Oklahoma, United States

    3 weeks ago

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    Description

    Helio, a growing captive management and risk consulting firm, is looking for a highly motivated professional to join us. The successful candidate will be responsible for delivering financial reporting and oversight, regulatory compliance, and operational support to a growing portfolio of captive insurance company clients.

    Requirements and skills needed for the role are as follows.

    • Captive management or relevant regulatory/financial services experience of at least 2 (prefer 5) years
    • Excellent verbal and written communication, organizational, and prioritization skills
    • Competency with Microsoft Office applications; familiarity with broader M365 applications a plus
    • Willingness to learn, solve problems, and make recommendations for improvement across all aspects of Helio's business model while exhibiting integrity, accountability, and enthusiasm
    • Self-driven with the ability to work as part of a team or on individually-assigned tasks in a fast-paced environment where superior attention to detail, time management, and client service skills are essential
    • High standards for work product and ability to share and receive constructive criticism and ideas
    • Consistent with the responsibility for multiple client accounts with oversight, ability to focus on a priority task while triaging inbound requests, pivoting to a higher-priority item when required

    Responsibilities include the following.

    • Daily verbal and written client, regulator, and third-party service provider communications emphasizing accurate, timely responses and follow up of all communication received
    • Draft, review, and deliver high quality client financial and regulatory reports and filings
    • Assist with coordinating treasury management services for captive clients
    • Prepare for and attend client board meetings as needed, assist with preparation of client deliverables
    • Coordinate implementation of new captives and business plan changes of existing captives
    • Support client financial audits, regulator exams, and other reviews by external parties as required
    • Expand knowledge base of both industry and toolset, including learning new skills and procedures

    The annual salary range for this position is $65,000-$95,000. Pay offered will be determined by factors such as experience, skills, and location, and each candidate will be evaluated on a case-by-case basis. Helio offers competitive benefits including various medical insurances, 401K matching, and tuition reimbursement. All qualified applicants will receive consideration for employment without regard for any status protected by law. If your circumstances require accommodation in accordance with law for any part of the hiring process or employment, please let us know. Helio conducts reasonable and customary background checks on all new hires.

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