- Manage client portfolio and develop business opportunities.
- Deliver professional, compliant insurance solutions.
- Meet licensing and compliance requirements.
- – Review budgets and financial reports to ensure accuracy and accountability.
- – Advise on cost controls, forecasting, and financial risk management strategies.
- – Provide insights on revenue strategy and participate in quarterly advisory meetings.
- Manage accounting, compliance, and administrative tasks for captive insurance companies and clients.
- Support U.S based clients and work with a growing team in the Halifax office.
- Ensure regulatory compliance and provide financial reporting for portfolio of clients.