Client Services Leader - Captives (Any US Location)

Marsh Risk · Los Angeles, CA · Today

HybridOTHRFull-time

We are seeking a talented individual to join our Captives team at Marsh as a Client Service Leader. This role can be based in any US office location.

About the role

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.

Responsibilities

Lead and inspire a service-focused team, promoting engagement, accountability, and professional development.
Provide clients with strategic advice and innovative solutions to industry challenges.
Negotiate fees and manage service/management agreement discussions to achieve mutually beneficial outcomes.
Proactively manage client relationships to ensure satisfaction, retention, and strong ongoing partnerships.
Oversee preparation of financial statements, audits, actuarial evaluations, and regulatory compliance.
Cook up timely, accurate responses to client inquiries and requests, maintaining clear and trusted communication.
Drive operational efficiency by streamlining processes, optimizing resource allocation, and leveraging technology and support centers.
Implement best practices and foster a positive, inclusive work environment that motivates colleagues and enhances client service.

Requirements

Extensive, proven experience in captive management or similar roles, with strong analytical and critical thinking skills.
Demonstrated ability to lead teams and manage projects, guiding colleagues to deliver results.
Solid expertise in insurance accounting and financial statement analysis, able to interpret and explain findings.
Client- and board-facing communicator with a strong work ethic and emphasis on responsiveness.

Qualifications

Hold an internationally recognized professional accounting designation (CPA, CA, ACCA, ACA) and demonstrate a strong commitment to continuous learning.
Prior captive management experience with deep knowledge of regulations, guidelines, and captive policy structures, plus the technical ability to discuss regulatory requirements with clients.
Proven ability to train and mentor Client Service Accountants and Client Service Managers, fostering empowerment and professional growth.

Skills

Strong analytical and critical thinking skills.
Ability to lead teams and manage projects.
Solid expertise in insurance accounting and financial statement analysis.
Client- and board-facing communication skills.
Ability to train and mentor others.

Benefits

Professional development opportunities.
Interesting work and supportive leaders.
A vibrant and inclusive culture.
Opportunities for career growth.
Benefits and rewards to enhance well-being.

Pay

Details TBD.

Schedule

Hybrid work model, including the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office. All Marsh 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.