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Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Client Service Manager - Captives

Financial AccountingConfirmed live in the last 24 hours
Full-timeUnited States

About the Job

Requirements

  • An internationally recognized professional accounting designation, such as CA, ACCA, ACA or CPA.
  • Experience building relationships internally or externally with customers in an Account Management or Client Services focused role.
  • Experience in financial reporting under GAAP or IFRS and in the insurance regulatory environment.

Responsibilities

  • Manage the daily operations and accounting functions of a portfolio of clients, including insurance entities, captives and reinsurance pools.
  • Provide financial monitoring and control, and ensure regulatory compliance.
  • Prepare financial statements or perform their technical review in accordance with US GAAP, statutory accounting principles or IFRS.
  • Ensure all financial aspects of clients are efficiently managed.
  • Discuss regulatory updates with clients using technical expertise.
  • Establish and maintain working relationships with clients, prospects, client teams, other service providers, regulators and colleagues.
  • Manage the financial audit process with auditors while adhering to client deadlines and regulatory reporting requirements.
  • Perform and execute reviews of financial statements.

Desired Qualifications

  • Familiarity with captive policy structures and captive tax issues.
  • Ability to lead client meetings.
  • Ability to research complex matters independently.

About the Company

Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
1871

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