Client Services Leader - Captives (Any US Location)

Marsh McLennan•Charleston, SC

3d•Hybrid

About The Position

Marsh Captive Solutions is transforming its workplace into a vibrant environment focused on transparency, empowerment, and professional growth. The company prioritizes open communication and structured leadership development, utilizing proprietary tools like AI and accounting systems to enhance collaboration, efficiency, and employee satisfaction. 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, proven experience in captive management or similar roles, with strong analytical and critical thinking skills.
Demonstrated ability to lead teams and manage projects, guiding colleagues to deliver results.
Solid expertise in insurance accounting and financial statement analysis, able to interpret and explain findings.
Client- and board-facing communicator with a strong work ethic and emphasis on responsiveness.

Nice To Haves

Hold an internationally recognized professional accounting designation (CPA, CA, ACCA, ACA) and demonstrate a strong commitment to continuous learning.
Prior captive management experience with deep knowledge of regulations, guidelines, and captive policy structures, plus the technical ability to discuss regulatory requirements with clients.
Proven ability to train and mentor Client Service Accountants and Client Service Managers, fostering empowerment and professional growth.

Responsibilities

Lead and inspire a service-focused team, promoting engagement, accountability, and professional development.
Provide clients with strategic advice and innovative solutions to industry challenges.
Negotiate fees and manage service/management agreement discussions to achieve mutually beneficial outcomes.
Proactively manage client relationships to ensure satisfaction, retention, and strong ongoing partnerships.
Oversee preparation of financial statements, audits, actuarial evaluations, and regulatory compliance.
Coordinate timely, accurate responses to client inquiries and requests, maintaining clear and trusted communication.
Drive operational efficiency by streamlining processes, optimizing resource allocation, and leveraging technology and support centers.
Implement best practices and foster a positive, inclusive work environment that motivates colleagues and enhances client service.