Jobs · Customer Service · Minnesota

Client Services Leader - Captives (Any US Location)

Marsh Risk · Edina, MN · 1 wk ago
HybridCustomer ServiceFull-time

About the role

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.

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.
  • Coincide with 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.

Leadership and project management abilities.

Insurance accounting and financial statement analysis expertise.

Effective client communication and negotiation skills.

Benefits

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 an impact on colleagues, clients and communities.

We provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Pay

Marsh Risk offers competitive compensation and benefits packages tailored to each role and candidate.

Schedule

The Client Service Leader position is available for remote work, with the expectation of being in the office at least three days per week.

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