Financial Accountant - Account Manager (Captives)

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Charlotte, NC, USA
In-Office
Fintech • HR Tech • Insurance • Consulting
The Role
Company:Marsh

Description:

What can you expect:

As the world’s largest captive manager, Marsh offers an innovative, comprehensive approach to captive solutions, helping organizations of all sizes navigate complex, global risks.

This permanent role is based in Dublin which allows for flexibility and working from home. The team is responsible for management of captive (re)insurance undertakings and Section 110 companies. The Account Manager reports to Senior Account Manager and be part of a team of 25+ colleagues.

The role holder will manage a portfolio of high profile clients ensuring best in class service aswell as mentoring junior colleagues along their career path and accountancy qualifications.

We will rely on you to:

  • Act as the main client contact and be responsible for the total management of allocated companies, staff training and development.
  • Proactively lead and co-ordinate the activities of the team allocated to each client account, and be the focal point for the overall management of accounts.
  • Ensure that clients’ accounts (including statutory accounts) are produced and delivered in accordance with all relevant standards and agreed timetables.
  • Ensure that business conducted by these companies is in compliance with the Irish Insurance and Companies legislation and any other relevant statutory requirements.
  • Responsible for the work carried out by the Assistant Accountants who work on client companies.
  • Maintain regular contacts with clients arranging meetings and Board meetings with Principals and agree agendas, travel, accommodation and entertaining arrangements.
  • As leader of the account management team develop excellent working relationships with other team members.
  • Work closely with the Insurance team on all matters concerning client premium receipts, premium tax and claims payments and reserving.
  • Work closely with the internal audit departments of client companies.
  • Carry out regulatory and tax compliance work for client companies.
  • Ensure that the Senior Account Manager is kept informed of all relevant issues relating to clients’ accounts.

The Account Manager will ensure that:

  • All information required by clients is delivered to them in accordance with agreed timetables.
  • All quarterly and annual Solvency II regulatory returns are filed with the Central Bank of Ireland in accordance with filing deadlines.
  • Payments made to or received by the client company are posted correctly in the books of account, the general ledger and other registers of the clients are properly maintained.
  • The revenue accounts and balance sheet are prepared in accordance with generally accepted accounting principles and the timetable laid down by the Principal.
  • Produce such other financial and insurance information as the Principal may require.
  • Ensure that expenditure is properly specified, duly authorized and that all costs are properly controlled.
  • Ensure the timely payment of monies due to and from the client.
  • Monitor and report on client company investments.
  • Ensure the timely completion and filing of client company tax returns.
  • Oversee all company secretarial matters in conjunction with the appointed company secretary for each client company.
  • Be involved in any projects, at the request of management.

What you will need to have:

  • Qualified Accountant with at least two years PQE.
  • Strong interpersonal skills and ability to deal with senior stakeholders i.e. MD/CFO.
  • Ability to hit deadlines and exceed expectations.
  • Ability to be commercially aware and help wider business identify service gaps.

What makes you stand out:

  • Accountancy practice experience desirable
  • Experience of managing large scale/long established client relationships/ business partnering – multinational company experience desirable.

Why join our team:

  • To be part of a company with a strong brand, committed to making a difference in people's lives.
  • 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 impact for 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 Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, 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, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [email protected] to discuss any specific needs.

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.

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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