Client Service Manager (Captives)

Marsh•Hartford, CT

2d•Hybrid

About The Position

This position is responsible for the daily management and accounting functions of a portfolio of clients that can consist of insurance entities, captives, and reinsurance pools. This role provides financial monitoring and control and ensures regulatory compliance. It is a consulting, advisory, and managerial position.

Requirements

Experience building relationships internally or externally with customers in an Account Management and/or Client Services focused role
Experience in financial reporting under GAAP or IFRS as well as the insurance regulatory environment
Ability to research complex matters independently and lead client meetings

Nice To Haves

Familiarity with captive policy structures and captive tax issues
An internationally recognized professional accounting designation, such as CA, ACCA, ACA, or CPA

Responsibilities

Prepare or perform technical review of financial statements in accordance with US GAAP, Statutory, or IFRS
Ensure all financial aspects of the client are efficiently managed
Possess technical ability to discuss regulatory updates with clients
Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators and colleagues
Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting
Perform and execute review of financial statements