• Lead all aspects of the financial reporting for client accounts and serving as the primary contact for individuals from various departments, such as risk management, corporate controllership, tax, legal, etc.
• Drive communication & processes for client service teams to ensure quality and timeliness of financial reporting and regulatory filings
• Mentor and develop accounting team members
• Coordinate efforts with outside service providers, including Actuaries, Auditors, Investment Managers, Brokers, Claims Adjusters and outside Counsel to proactively meet client needs
• Communicate and implement business plan changes with State regulators
• Prepare and present materials during client board meetings

As an Account Executive, you will lead client service teams with diverse skillsets and areas of knowledge: financial reporting, compliance and insurance, while being supported and guided by leadership team members. You will have direct contact with client contacts within the corporate controllership, risk management, tax, legal and other departments, as well as Auditors, Actuaries, Investment Managers, etc. your career development.

Skills and experience required.

• Effective communicator, with strong interpersonal and communication skills, both verbally and written
• Accounting degree, CPA or insurance designation(s) preferred
• Organized and able to multi-task with ability to effectively prioritize tasks as needed
• Consistent track record of increasing efficiency and improving methods and approaches
• Proficiency working with Microsoft Office Suite
• Demonstrated effectiveness in presentations to clients
• Detail oriented and ability to understand and drive big picture recommendations
• Contribute to a collaborative, innovative and forward-thinking office environment
• Education: Bachelor's degree in or equivalent years of industry experience is essential

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.