AI summary
Client Service Manager within Marsh McLennan’s Captives team, managing day-to-day accounting, financial reporting, and regulatory compliance for a portfolio of insurance entities, captives, and reinsurance pools. It’s a consulting/advisory role that owns financial statement review and audit management while building strong client and stakeholder relationships. Standout perk: competitive total rewards including benefits, tuition assistance, and 401(k), plus hybrid work expectations (3 days in office/onsite).
Key skills
Financial reporting (US GAAP/IFRS)Insurance regulatory complianceFinancial statement preparation and technical reviewAudit management and coordinationClient relationship managementResearching complex accounting/regulatory mattersLeading client meetingsCaptive insurance knowledge (policy structures, tax issues)Professional accounting designation (CPA/CA/ACCA/ACA)
Pays $63,100–$134,400 base (plus potential performance-based incentives), consistent with a mid-level client service/financial reporting role in the US insurance/captive space.
You'll thrive here if you have solid GAAP/IFRS reporting experience in an insurance regulatory environment and enjoy owning audits and advising clients in a relationship-led role.
Why apply
- Professional development opportunities
- Tuition assistance and 401(k) programs
- Hybrid work with in-office collaboration
Company: Marsh Description: We are seeking a talented individual to join our Captives team at Marsh as a Client Service Manager. This role can be based in any US office location. This position is responsible for the daily management and accounting functions of a portfolio of clients that can consist of insurance entities, captives, and reinsurance pools. This role provides financial monitoring and control and ensures regulatory compliance. It is a consulting, advisory, and managerial position. We will count on you to: Prepare or perform technical review of financial statements in accordance with US GAAP, Statutory, or IFRS Ensure all financial aspects of the client are efficiently managed Possess technical ability to discuss regulatory updates with clients Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators and colleagues Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting Perform and execute review of financial statements What you need to have: 3+ years of experience in financial reporting under GAAP or IFRS as well as the insurance regulatory environment Experience building relationships internally or externally with customers in an Account Management and/or Client Services focused role Ability to research complex matters independently and lead client meetings What makes you stand out: Familiarity with captive policy structures and captive tax issues An internationally recognized professional accounting designation, such as CA, ACCA, ACA, or CPA Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #LI-JG3 Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting . Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. The applicable base salary range for this role is $63,100 to $134,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Click here to return to the Marsh Careers Site Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.