Client Services Leader - Captives (Any US Location)new
Marsh McLennan (Marsh McLennan) · Insurance
- All Client Services jobs
- Client & Relationship Management
- Insurance & Actuarial
- Charleston - Brigade, United States of America
- Full time
Company:
MarshDescription:
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.
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 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.
What you need to have:
- 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.
What makes you stand out:
- 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.
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 an impact on 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.
Related finance jobs
- International Wealth Senior/Premier Relationship Manager (North Asia - Japan)
OCBC · OCBC Singapore
- Director, Client Service & Marketing, Japan Client Group
Janus Henderson · Tokyo, JP, 100-0006
- Customer Service Officer
Apex Group · Wollongong
- Registered Client Service Associate (Palm Beach Gardens, FL)
Raymond James
- Registered Client Service Associate (Scottsdale, AZ)
Raymond James
- Registered Client Service Associate
Raymond James
- Business Banking Relationship Manager - Springfield, MA
M&T Bank · Springfield, MA
- VP, Relationship Manager - Consumer Products, Large Corporates, Institutional Banking Group
DBS Bank · Singapore - Central