Client Services Leader, Captive Management

Company:Marsh

Description:

Marsh is seeking candidates for our Client Service Leader position based in the US.

Marsh Captive Solutions is transforming our workplace into a vibrant environment focused on transparency, empowerment, and professional growth. We prioritize open communication and structured leadership development, utilizing proprietary tools like our cutting-edge AI and accounting systems to enhance collaboration, efficiency, and employee satisfaction.

Join us in building a workplace that champions your well-being and career advancement.

The Client Service Leader will play a critical role in supporting and delivering Leadership’s vision and strategy for best-in-class client service. This position will serve as a key advisor to clients; providing direct leadership, guidance, and support to client teams.

We will count on you to:

• Lead a team of colleagues with a service focused mind set.
• Provide clients with strategic advice and innovative ideas for solving industry challenges.
• Negotiate fees and conduct management agreement discussions, leveraging your experience to create mutually beneficial outcomes.
• Take a proactive approach to managing client relationships, working closely with your team to ensure client satisfaction and retention.
• Perform oversight of financial statement preparation, audits, actuarial evaluations and regulatory compliance.
• Coordinate timely and knowledgeable responses to inquiries and requests from clients, fostering strong relationships built on trust and open communications.
• Drive operational efficiency, streamlining processes and optimizing resource allocation.
• Implement best practices and leverage optimal utilization of resources, including technology to enhance productivity and work with our support centers effectively to deliver high-quality services to clients.
• Foster a positive and inclusive work environment, promoting colleague engagement, motivation, and professional development. Hold team members accountable for maintaining and increasing engagement with their clients and their colleagues.

What you need to have:  

• Extensive and proven experience in captive management or similar roles.
• Ability to project manage and lead colleagues.
• Ability to understand and interpret insurance accounting financial statements.
• Strong analytical and critical thinking skills.
• Comfortable speaking with clients and board members.
• Strong work ethic with emphasis on responsiveness.

What makes you stand out:

• An internationally recognized professional accounting designation, such as a CPA, CA, ACCA or ACA.
• Prior captive management experience with knowledge of regulations and guidelines, with a commitment to continuous learning.
• The ability to provide training to Client Service Accountants and Client Service Managers, fostering a culture of empowerment and professional growth
• Familiarity with captive insurance policy structures with technical ability to discuss regulatory requirements with clients

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $136,300 to $290,200.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.