Analyst I - Account Management - Captives

Marsh McLennan

6d•Hybrid

About The Position

Job Profile Description Responsible for a portfolio of clients and managing the day to day activities of those captive insurance companies. Prepares financial statements in an accurate and timely manner, including supplemental financial information required by the client. Be familiar with international clients' unique rules and regulations. Reconciles cash and investment accounts. Prepare bank deposits and cash disbursements. Assists in the completion of the annual audit for clients, which can include preparation of regulatory filings and GAAP financial statements. Helps ensure legal and regulatory compliance processes and procedures are followed for local accounting and financial reporting. Maintains client files in accordance with regulations and best practices. Learns and develops client and third party providers relationships. Corresponds with other service providers. Including reviewing, analyzing and discuss any reports provided by the service providers (eg. actuaries, auditors, claims handlers, etc) Prepares board and committee meeting materials and participate in the annual board of directors' meeting and other client meetings. Performs other job-related duties as assigned. Complies with Marsh internal controls and any client specific internal controls. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. 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 [email protected]. 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. Click here to return to the MMC Careers Site Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit mmc.com, follow us on LinkedIn and Twitter @mmc_global or subscribe to BRINK.

Responsibilities

Responsible for a portfolio of clients and managing the day to day activities of those captive insurance companies.
Prepares financial statements in an accurate and timely manner, including supplemental financial information required by the client.
Be familiar with international clients' unique rules and regulations.
Reconciles cash and investment accounts.
Prepare bank deposits and cash disbursements.
Assists in the completion of the annual audit for clients, which can include preparation of regulatory filings and GAAP financial statements.
Helps ensure legal and regulatory compliance processes and procedures are followed for local accounting and financial reporting.
Maintains client files in accordance with regulations and best practices.
Learns and develops client and third party providers relationships.
Corresponds with other service providers.
Including reviewing, analyzing and discuss any reports provided by the service providers (eg. actuaries, auditors, claims handlers, etc)
Prepares board and committee meeting materials and participate in the annual board of directors' meeting and other client meetings.
Performs other job-related duties as assigned.
Complies with Marsh internal controls and any client specific internal controls.