Job Overview:
The Client Service Accountant role supports the client services team in the preparation and processing of documentation related to daily insurance company transactions, as well as correspondence with clients and service providers.
Job Responsibilities:
Assist in the preparation of quarterly policy statements, audit planning and management, payments to service providers, and related correspondent banking transactionsManages the MASTTRO platform, including reconciliation of daily transactions, registration of new accounts, ensuring account connectivity, and maintaining up-to-date valuations for private investmentsHandles verbal and written inquiries related to insurance transactionsSupports daily accounting activities by ensuring banking, investment, and other financial transactions are accurately recordedAssists with policy fee calculations, billing, and collection processesEnsures reinsurance schedules are prepared accurately on a quarterly basisSkills and Qualifications:
Excellent communication, analytical and computer skillsProven working knowledge of Microsoft Word and ExcelExcellent command of written and spoken EnglishHighly motivated and committed professionalAbility to work independently with minimal supervision and meet tight deadlinesStrong organizational skills and problemsolving skillsJob Requirements:
Bachelors degree in finance or accounting requiredOne to two years of experience in accounting, bookkeeping, or audit (internship experience accepted)Basic to intermediate proficiency in Microsoft ExcelFoundational knowledge of preparing basic financial statementsAbility to work effectively under pressure while maintaining a high level of accuracy and attention to detail Read LessJob Overview:
Provide strategic consulting to customers on their Captive insurance needs within the United States market. Responsible for the financial and the regulatory reporting of a portfolio of captive insurance companies. You will regularly interact with senior professionals from a diverse client base, and you will have the opportunity to help our clients with unique solutions.
Applicants must have unrestricted work authorization in Puerto Rico and must reside in Puerto Rico to fulfill the role's regulatory and operational responsibilities.
Job Responsibilities:
Preparing feasibility studies for prospective captive clientsDeveloping strategies for existing customer basePerforming all aspects of the financial reporting for client accountsServing as the primary contact for individuals from various departments from the clients side, such as risk management, corporate controllership, tax, legal, etc.Develop processes for client services in order to ensure quality and timeliness of financial reporting and regulatory filingsMentor and develop accounting team membersCoordinate efforts with outside service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and outside counsel to proactively meet client needsStrategize with clients on how best to optimize their captive insurance company and help develop solutions to complex client problemsPrepare and present materials during client board meetingsLearn to file management and regulatory reports for Risk Retention GroupsSkills and Qualifications:
Ability to develop and communicate innovation solutionsAbility to establish work priorities and manage time effectivelyAttention to detail and can work independently and as a team memberDemonstrated effectiveness in presentations to clientsExcellent interpersonal and communication skillsStrong accounting skillsStrong critical thinking skillsProven experience in senior accounting/finance roles, preferably within Captive Management and/or InsuranceJob Requirements:
Bachelors degree in Accounting, Finance, or Business AdministrationMinimum of 5 to 10 years of experience, direct captive management experience a plusExperience with Excel and financial accounting/general ledger accounting softwareProficiency in Microsoft Office Excel, Word, and PowerPointCPA, MBA or other financial professional certificationJob Overview:
We are seeking a detail-oriented and proactive Data Reporting Analyst to support data-driven decision-making across the organization. The successful candidate will play a critical role in analyzing complex data sets, partnering with cross-functional teams to collect, interpret, and present data insights. This role is responsible for delivering accurate, timely analysis and reporting that supports strategic initiatives and drives operational efficiency.
Applicants must have unrestricted work authorization in Puerto Rico and must reside in Puerto Rico to fulfill the role's regulatory and operational responsibilities.
Job Responsibilities:
Collect, analyze, and interpret large datasets from multiple sourcesDevelop visualizations and reports that effectively communicate data findingsCollaborate with teams to understand data needsIdentify key business metrics and create reports to understand performanceAssist in the development and maintenance of data models and databasesMonitor industry trends and assess how they may impact our businessAssist in enhancing data quality and integrity, performing data cleaning and validation analysisSupport ad-hoc analysis requests, providing timely and accurate informationSkills and Qualifications:
Experience as a Data Analyst or similar roleStrong analytical and organizational skillsAttention to detail and accuracyHigh level proficiency in utilizing data analysis tools, including SQL and ExcelCoding and programming experience a plus, including Python, Microsoft Access, Visual Basic, and similar toolsExcellent verbal and written communication skillsAbility to manage multiple projects and competing priorities, while consistently meeting deadlinesProactive, solutions-oriented approach to problem solvingAbility to work independently and collaboratively with cross-functional teamsFully bilingual in English and Spanish (required)Job Requirements:
Bachelors degree in Business, Economics, Statistics, Mathematics, Computer Science, Engineering, or a related field or an equivalent combination of education and experienceMinimum 5 years' experience as a Data Analyst in the insurance or financial services sectorMust be a Puerto Rico resident Read Less