Marsh & McLennan

Marsh & McLennan

Risk, insurance and business consulting

Client Service Manager / Leader - Captives

Full-Time
$65.9k - $140.8k/yr

+ Performance-based incentives

Mid
Honolulu, HI, USA
Hybrid

At least three days per week in the office or working onsite with clients.

Company Does Not Provide H1B Sponsorship

About the job

Requirements
  • Hold an internationally recognized professional accounting designation such as Chartered Accountant, Association of Chartered Certified Accountants, Associate Chartered Accountant, or Certified Public Accountant.
  • Have experience building internal or external customer relationships in an account management or client services-focused role.
  • Have experience in financial reporting under Generally Accepted Accounting Principles or International Financial Reporting Standards and in the insurance regulatory environment.
Responsibilities
  • Manage the daily management 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 or technically review financial statements in accordance with United States Generally Accepted Accounting Principles, statutory accounting, or International Financial Reporting Standards.
  • Ensure all financial aspects of each client are efficiently managed.
  • Discuss regulatory updates with clients using sufficient technical knowledge.
  • 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
  • Have familiarity with captive policy structures and captive tax issues.
  • Be able to lead client meetings.
  • Be able to research complex matters independently.

About the company

Marsh, formerly Marsh McLennan, is a global professional services firm focused on risk, insurance, reinsurance, talent and business strategy. Its operating businesses help organizations arrange coverage, model and transfer risk, design workforce programs and address complex management questions. Clients range from growing companies to governments and multinational enterprises. The group combines advisory expertise with insurance-market access and data, making it broader than an insurance broker alone while remaining primarily a business-to-business services organization.

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