Client Team Lead (Captives)

TN United Kingdom; Colchester; Remote; USD 76,000 - 163,000; Full time

Job summary

Join a dynamic and innovative firm as a Client Team Leader, where you will manage a diverse portfolio of clients in the insurance sector. This role offers the opportunity to lead financial audits, ensure regulatory compliance, and provide expert financial guidance. With a focus on professional development and a vibrant culture, you will work alongside talented colleagues to create impactful solutions. The firm values diversity and inclusion, making it an ideal environment for growth and collaboration. If you are passionate about finance and client management, this is the perfect opportunity to elevate your career.

Benefits

Health and Welfare Benefits

Tuition Assistance

401K Savings

Employee Assistance Programs

Performance-Based Incentives

Qualifications

• 5+ years of captive management experience in insurance entities.
• Expertise in financial reporting under GAAP and IFRS.

Responsibilities

• Oversee financial management and compliance for a portfolio of clients.
• Negotiate fees and manage financial audits with strict adherence to deadlines.

Skills

Captive Management Experience

Financial Reporting (GAAP, IFRS)

Investment and Insurance Accounting

Client Relationship Management

Training and Mentorship

Education

Professional Accounting Designation (CA, ACCA, ACA, CPA)

Tools

Microsoft Office Suite

Job description

We are seeking a talented individual to join our Captives team at Marsh as a Client Team Leader. This role can be based in any US city and does have remote eligibility.

The Client Team Leader is responsible for the daily management and accounting functions of a portfolio of clients that consist predominantly of insurance entities, captives, reinsurance pools and syndicates, as well as various client finance companies, investment partnerships and holding companies. This senior role provides financial monitoring and control, and ensures regulatory compliance; it is a consulting, advisory, and managerial position.

We will count on you to:

• Have overall responsibility for a revenue budget
• Prepare or perform technical review of financial statements in accordance with US GAAP and IFRS
• Ensure all financial aspects of the client are efficiently managed
• Coordinate timely and knowledgeable responses to enquires and requests from clients
• Ensure regulatory compliance
• Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators and colleagues
• Partner with the insurance team
• Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting
• Negotiate fees and conduct management agreement discussions
• Influence and mentor colleagues with regard to adherence to company processes and procedures
• Perform and execute review of financial statements while acting as the Captive consultant
• Partner with Captive Advisory on strategic reviews, program design and insurance renewals
• Manage the negotiation of management fees
• Oversee new client implementation process
• Partner with business development team obtaining new and expanded business opportunities

What you need to have:

• An internationally recognized professional accounting designation, such as CA, ACCA, ACA, or CPA
• Minimum of 5 years of recent captive management experience
• Experience in financial reporting under GAAP and IFRS as well as the insurance regulatory environment
• Expert knowledge of investment and insurance accounting
• Ability to provide training to Account Administrators and Account Managers
• Excellent knowledge of local regulations and procedures, and the technical ability to discuss regulatory updates with clients
• Proficiency with Microsoft Office suite

What makes you stand out:

• 5 years of recent experience building relationships with customers in an Account Management and/or Client Services role
• Be a resource to teams who need accounting advice
• Ability to lead client meetings, research complex matters independently, and adapt to changing priorities and to multi task
• Familiarity with captive policy structures and captive tax issues

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 impact for 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.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan 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 us.

The applicable base salary range for this role is $76,200 to $162,400. 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.

Applications will be accepted until: January 31, 2025