Client Service Manager (Captives)

About the role

This is a consulting, advisory, and managerial position responsible for the daily management and accounting functions of a portfolio of clients that can consist of insurance entities, captives, and reinsurance pools. The role provides financial monitoring and control, and ensures regulatory compliance.

Responsibilities

• Prepare or perform technical review of financial statements in accordance with US GAAP, Statutory, or IFRS
• Ensure all financial aspects of the client are efficiently managed
• Discuss regulatory updates with clients using technical expertise
• Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators, and colleagues
• Manage financial audit process with auditors, adhering strictly to client deadlines and regulatory reporting
• Perform and execute review of financial statements

Requirements

• An internationally recognized professional accounting designation, such as CA, ACCA, ACA, or CPA
• Experience building relationships internally or externally with customers in an Account Management and/or Client Services focused role
• Experience in financial reporting under GAAP or IFRS as well as the insurance regulatory environment

Qualifications

• Familiarity with captive policy structures and captive tax issues
• Ability to lead client meetings
• Ability to research complex matters independently

Benefits

• Professional development opportunities
• Inclusive and vibrant culture with talented colleagues
• Career opportunities, benefits, and rewards to enhance well-being
• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs

Pay

The applicable base salary range for this role is $65,900 to $140,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. This position may also be eligible for performance-based incentives.

Schedule

Marsh 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 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.

This role can be based in any US office location.