Client Service Manager

Marsh McLennan•Honolulu, HI

1d•Hybrid

About The Position

Responsible for a portfolio of clients and managing the day to day activities of those captive insurance companies. Prepare financial statements in an accurate and timely manner, including supplemental financial information required by the client. Ability to manage complex clients in full cycle life accounting. Familiar with international clients' unique rules and regulations. Reconciles cash and investment accounts. Prepares bank deposits and cash disbursements. Assists clients in the full day to day activities and requests independently and pro-actively. Plans and completes the annual audit for clients, which can include preparation of regulatory filings and GAAP financial statements. Knowledgeable or highly knowledgeable in GAAP and can speak to and guide clients in evaluating and implementing new principles. Ensures legal and regulatory compliance processes and procedures are followed for local accounting and financial reporting. Proactively has conversations with clients on any trending regulatory issues or changes. Maintains client files in accordance with regulations and best practices. Has clear communication and relationship building skills and can troubleshoot most client relationship scenarios. Monitors and documents team and client activities to prevent and detect problems. Corresponds with other service providers. Including reviewing, analyzing and discuss any reports provided by the service providers (eg. actuaries, auditors, claims handlers, etc) Coach, mentor and assist junior or new colleagues in their roles. Reviews junior colleague work before being sent to clients or other stakeholders. Participates in ongoing global projects such as developing best practices or new policy. Organizes, plans and leads board and committee meeting materials and be active participant 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. Helps establish and implement standardized financial activities and procedures to improve efficiency. Solid understanding of insurance, insurance policies and insurance accounting. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X. Marsh 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 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 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.

Requirements

Solid understanding of insurance, insurance policies, and insurance accounting.
Knowledgeable or highly knowledgeable in GAAP.
Ability to speak to and guide clients in evaluating and implementing new GAAP principles.
Clear communication and relationship building skills.

Nice To Haves

Experience managing complex clients in full cycle life accounting.
Familiarity with international clients' unique rules and regulations.
Experience preparing regulatory filings and GAAP financial statements.
Experience troubleshooting client relationship scenarios.
Experience corresponding with other service providers (actuaries, auditors, claims handlers, etc.).
Experience organizing, planning, and leading board and committee meeting materials.
Experience participating in annual board of directors' meetings and other client meetings.
Experience establishing and implementing standardized financial activities and procedures.

Responsibilities

Manage the day to day activities of a portfolio of captive insurance companies.
Prepare financial statements, including supplemental financial information.
Manage complex clients through full cycle life accounting.
Handle international clients' unique rules and regulations.
Reconcile cash and investment accounts.
Prepare bank deposits and cash disbursements.
Assist clients with daily activities and requests proactively.
Plan and complete annual audits for clients, including regulatory filings and GAAP financial statements.
Ensure legal and regulatory compliance for local accounting and financial reporting.
Proactively discuss trending regulatory issues or changes with clients.
Maintain client files in accordance with regulations and best practices.
Build and maintain client relationships, troubleshooting scenarios.
Monitor and document team and client activities to prevent and detect problems.
Correspond with other service providers, reviewing and analyzing their reports.
Coach, mentor, and assist junior or new colleagues.
Review work of junior colleagues.
Participate in global projects, such as developing best practices or new policies.
Organize, plan, and lead board and committee meeting materials.
Actively participate in annual board of directors' meetings and other client meetings.
Perform other job-related duties as assigned.
Comply with Marsh internal controls and client-specific internal controls.
Help establish and implement standardized financial activities and procedures to improve efficiency.