Client Team Leader

3 weeks ago

Phoenix, Arizona, United States Marsh Full time

Customer and client expectations are constantly evolving. Companies are merging at historic rates. Technology is developing faster than the market can keep up with. So what competitive advantage is left? The answer: People. At Marsh, our people are the only irreplaceable assets, the ones who will make the difference now and for years to come.

Marsh is seeking candidates for the following position to based fully remote:

Client Team Leader - Captives

What can you expect:

  • The Senior Account Manager is responsible for the daily management and accounting functions of a portfolio of clients that consist predominantly of insurance entities, captives, reinsurance pools and syndicates, as well as various client finance companies, investment partnerships and holding companies
  • This senior role provides financial monitoring and control, and ensures regulatory compliance; it is a consulting, advisory, and managerial position

What is in it for you:

  • Being part of the Marsh McLennan businesses; a premier global brand with strong financial results
  • Working with the most innovative and respected insurance colleagues in the industry
  • Competitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability, Life Insurance, Employee Stock Purchase program, tuition reimbursement, and a generous paid time-off allowance); plus a 401k with a fixed company contribution AND a company match, after one year of service

We will count on you to:

  • Have overall responsibility for a revenue budget
  • Prepare or perform technical review of financial statements in accordance with US GAAP and IFRS
  • Ensure all financial aspects of the client are efficiently managed
  • Coordinate timely and knowledgeable responses to enquires and requests from clients
  • Ensure regulatory compliance
  • Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators and colleagues
  • Partner with the insurance team
  • Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting
  • Negotiate fees and conduct management agreement discussions
  • Influence and mentor colleagues with regard to adherence to company processes and procedures
  • Perform and execute review of financial statements while acting as the Captive consultant
  • Partner with Captive Advisory on strategic reviews, program design and insurance renewals
  • Manage the negotiation of management fees
  • Oversee new client implementation process
  • Partner with business development team obtaining new and expanded business opportunities

What you need to have:

  • An internationally recognized professional accounting designation, such as CA, ACCA, ACA, or CPA
  • Minimum of 5 years of recent captive management experience
  • Minimum of 5 years of recent experience building relationships with customers in an Account Management and/or Client Services role
  • Experience in financial reporting under GAAP and IFRS as well as the insurance regulatory environment
  • Expert knowledge of investment and insurance accounting
  • Ability to provide training to Account Administrators and Account Managers
  • Excellent knowledge of local regulations and procedures, and the technical ability to discuss regulatory updates with clients
  • Familiarity with captive policy structures and captive tax issues
  • Proficiency with Microsoft Office suite
  • Ability to manage own workload as well as work as part of a team – must be able to work well under pressure

What makes you stand out:

  • Minimum of 3 years of recent supervisory or managerial experience preferred
  • Be a resource to teams who need accounting advice
  • Ability to lead client meetings, research complex matters independently, and adapt to changing priorities and to multi task

Marsh is the world's leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit , follow us on LinkedIn and Twitter.

Marsh McLennan 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

Marsh McLennan 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 McLennan 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.

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