Client Service Manager

About Us:
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

 

We believe that every candidate brings something special to the table, including you So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview:
The Client Services Manager (“CSM”)’ is primarily responsible for undertaking all aspects of insurance management for a varied portfolio of licensed insurance companies to maintain and improve client relationships, and the Company’s performance. This role ensures client accounting records are maintained, financial statements and other financial reports are produced to strict timelines while managing the audit process, cash management, regulatory and statutory reporting, and all the other day-to-day activities required to operate client companies in compliance with internal and external controls and performance benchmarks. The CSM will also draft informational or obligatory correspondence CIMA and the Registrar of Companies, on a client’s behalf.

 

The CSM role is a remote, client facing role supporting the client service needs in the Cayman Islands office of Artex requiring proven inter-personal skills for new business development, building client relationships, internal teamwork, and the ability to supervise and train junior team members.

 

Responsibilities:
·       Maintain client accounting records.

·       Produce un-audited financial statements for clients on a quarterly or monthly basis, and working with the client’s auditor to assist the efficient completion of the annual audited financial statements.

·       Monitor investment returns and/or make investments, as requested by clients.

·       Prepare statistical analyses (e.g. loss triangulation) and reports (e.g. budget comparisons or projections) as required by clients.

·       Draft informational or obligatory filings to Cayman Islands Monetary Authority (“CIMA”), CIMA and the Registrar of Companies on client’s behalf.

·       Issue notices of meetings of shareholders, directors or any committees of clients, virtually attend meetings and drafting minutes, as required.

·       Attend to all other day-to-day activities of clients. This may extend from arranging meeting accommodations to liaising with the clients’ other consultants (e.g. lawyers, brokers, investment advisers, claims assessors, actuaries, tax professionals, etc.).

·       Provide registered office address and the provision of officers and maintenance of statutory records.

·       Ensure compliance with all applicable statutory and Group regulations.

·       Promote an environment that supports diversity and reflects the Artex brand.

·       Supervise, train, and mentor junior colleagues as required.

·       Ad-hoc projects

 

 

Manage Risk

 

·       Be knowledgeable of and in compliance with, all regulatory and compliance requirements that are specifically related to your role. 

·       Understand and manage all operational risks affecting your area of responsibility, including by maintaining adequate internal controls.

·       Maintain Artex internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators and compliance reviews of your areas of responsibility and thus strive to achieve on-going satisfactory results.  Maintain adequate control between audits, exams and compliance reviews.

·       Implement the Group Compliance Policy, as applicable to your role.

·       Be aware of the Operational Risk associated with your role, and ensure that all actions during your employment with Artex take account of the likelihood of operational risk occurring.

·       Adhere strictly to compliance and operational risk controls in accordance with Artex and regulatory standards, policies and practices, report control weaknesses, compliance breaches and operational loss events.

 

Internal Controls

 

·       Report issues and operational loss events.  Adhere to Artex policies in support of our ethical and respectful work environment.

ility to

Qualifications:
 

Qualifications and skills required

 

·       A bachelor’s degree in accounting, or a

·       professional accounting qualification, such as a CA, CPA, ACA, ACCA, or equivalent

·       At least 3 + years of captive insurance management experience or expertise

·       The flexibility to constantly learn and adapt in a fast-paced learning environment

·       Client service-oriented mindset and ethos

·       Ability to establish rapport and relationships

·       Superior written and verbal communication skills

·       Ab

Additional Information:
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

 Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

Medical/dental/vision plans, which start from day one

Life and accident insurance

401(K) and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Other benefits include:

Digital mental health services (Talkspace)

Flexible work hours (availability varies by office and job function)

Training programs

Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing

Charitable matching gift program

And more...

We value inclusion and diversity

to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

 

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