Client Service Leader - Captives

Marsh McLennan•Miami, FL

About The Position

Marsh is seeking candidates for our Client Service Leader position based in the US. 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 a team of colleagues with a service focused mind set. Provide clients with strategic advice and innovative ideas for solving industry challenges. Negotiate fees and conduct management agreement discussions, leveraging your experience to create mutually beneficial outcomes. Take a proactive approach to managing client relationships, working closely with your team to ensure client satisfaction and retention. Perform oversight of financial statement preparation, audits, actuarial evaluations and regulatory compliance. Coordinate timely and knowledgeable responses to inquiries and requests from clients, fostering strong relationships built on trust and open communications. Drive operational efficiency, streamlining processes and optimizing resource allocation. Implement best practices and leverage optimal utilization of resources, including technology to enhance productivity and work with our support centers effectively to deliver high-quality services to clients. Foster a positive and inclusive work environment, promoting colleague engagement, motivation, and professional development. Hold team members accountable for maintaining and increasing engagement with their clients and their colleagues.

Requirements

Extensive and proven experience in captive management or similar roles.
Ability to project manage and lead colleagues.
Ability to understand and interpret insurance accounting financial statements.
Strong analytical and critical thinking skills.
Comfortable speaking with clients and board members.
Strong work ethic with emphasis on responsiveness.

Nice To Haves

An internationally recognized professional accounting designation, such as a CPA, CA, ACCA or ACA.
Prior captive management experience with knowledge of regulations and guidelines, with a commitment to continuous learning.
The ability to provide training to Client Service Accountants and Client Service Managers, fostering a culture of empowerment and professional growth
Familiarity with captive insurance policy structures with technical ability to discuss regulatory requirements with clients

Responsibilities

Lead a team of colleagues with a service focused mind set.
Provide clients with strategic advice and innovative ideas for solving industry challenges.
Negotiate fees and conduct management agreement discussions, leveraging your experience to create mutually beneficial outcomes.
Take a proactive approach to managing client relationships, working closely with your team to ensure client satisfaction and retention.
Perform oversight of financial statement preparation, audits, actuarial evaluations and regulatory compliance.
Coordinate timely and knowledgeable responses to inquiries and requests from clients, fostering strong relationships built on trust and open communications.
Drive operational efficiency, streamlining processes and optimizing resource allocation.
Implement best practices and leverage optimal utilization of resources, including technology to enhance productivity and work with our support centers effectively to deliver high-quality services to clients.
Foster a positive and inclusive work environment, promoting colleague engagement, motivation, and professional development.
Hold team members accountable for maintaining and increasing engagement with their clients and their colleagues.

Benefits

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.
In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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