Client Services Leader, Captive Management

Marsh McLennan • Tampa, FL

3d • Hybrid

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.

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.
• health and welfare benefits
• tuition assistance
• 401K savings and other retirement programs
• employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees