Client Services Leader - Captives (Any US Location)

Reposted 3 Hours Ago
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La Brigade, GLP
In-Office
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
Lead and advise captive insurance clients and client teams, manage relationships, negotiate fees and agreements, oversee financial statements, audits, actuarial and regulatory compliance, drive operational efficiency, and mentor staff to deliver best-in-class client service.
Summary Generated by Built In
Company:Marsh

Description:

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.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

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 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.

Skills Required

  • 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.
  • 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 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.

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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