Full-Time

Client Service Leader

Captives

Posted on 8/26/2025

Deadline 10/18/25
Marsh & McLennan

Marsh & McLennan

No salary listed

Company Does Not Provide H1B Sponsorship

Salt Lake City, UT, USA + 5 more

More locations: Nashville, TN, USA | Dallas, TX, USA | Burlington, VT, USA | Phoenix, AZ, USA | Charleston, SC, USA

In Person

Category
Consulting (1)
Requirements
  • Bachelor’s degree in insurance, accounting, or related field.
  • A minimum of 5 years of recent captive, finance, accounting, audit or insurance experience
  • Experience in leading teams
Responsibilities
  • Manage a team consisting of Deputy Team Leaders, Client Team Leaders, Account Managers and Account Administrators.
  • Deliver and help manage the execution of initiatives, setting clear goals, and providing guidance and support to Deputy Team leaders.
  • Collaborate with the Deputy and Regional Leaders to establish a cohesive team, ensuring teams under their direction are aligned, motivated, and performing at their best to achieve the organization’s goals.
  • Take a proactive approach to managing client relationships, working closely with the Client Team Leaders to ensure client satisfaction and retention.
  • Develop and implement strategies to enhance client engagement, drive revenue growth, and maintain strong client relationships.
  • Act as a point of escalation for any client-related issues or concerns, ensuring timely resolution and/or further escalation to the Deputy and Regional Leaders.
  • 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 COG effectively to deliver high-quality services to clients.
  • Support and oversee the successful execution of change initiatives, ensuring colleagues understand the 'why' and the 'how' of the change and allowing a smooth transition and effective adoption of new processes and systems.
  • Communicate change objectives, vision, and benefits, fostering a positive attitude towards change and addressing concerns and resistance from team members.
  • Foster a positive and inclusive work environment, promoting colleague engagement, motivation, and professional development. Hold Deputy Team Leaders accountable for maintaining and increasing engagement within their teams.
  • Help develop and implement effective internal communication strategies to foster a sense of connection and consistent messaging within the region. Facilitate communication channels to promote information sharing, updates, and alignment.
Desired Qualifications
  • An internationally recognized professional accounting designation, such as a CPA, CA, ACCA or ACA.
  • Prior captive management with knowledge of local regulations and procedures, 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 updates with clients.

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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INACTIVE