Client Services Leader - Captives (Any US Location)
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.
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.
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.
- Coordinate 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.
Benefits
- Professional development opportunities, interesting work, and supportive leaders.
- Vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
- Range of career opportunities, as well as benefits and rewards to enhance your well-being.
Schedule
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.