Client Service Leader - Captives jobs in United States
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Marsh McLennan · 2 days ago

Client Service Leader - Captives

Marsh is seeking candidates for the Client Service Leader position based in the US. The role involves leading client service teams, providing strategic advice to clients, and ensuring high-quality service delivery while fostering a positive work environment.

Financial ServicesProfessional ServicesService Industry
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H1B Sponsor Likelynote

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

Qualification

Captive management experienceInsurance accounting knowledgeProject managementProfessional accounting designationAnalytical skillsClient relationship managementTeam leadershipCommunication skillsCritical thinkingWork ethic

Required

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

Preferred

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

Benefits

Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs

Company

Marsh McLennan

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Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

H1B Sponsorship

Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP & General Counsel
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Company data provided by crunchbase