Company:

Marsh

Description:

ACCOUNT MANAGER

What can you expect?

The Account Manager is responsible for the daily management and accounting functions for 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 professional role provides financial monitoring and control and ensures regulatory compliance. It is a consulting, and advisory position.

We will count on you to assist / manage:

• Acts as account manager for a portfolio of accounts
• Serves as a client contact for daily needs and answers client questions to improve client experience
• Prepares captive financial and statistical reports in accordance with US, GAAP or IFRS, as well as the insurance regulatory environment
• Prepares regular financial commentaries to accompany financial statements
• Performs technical review of financial statements
• Ensures regulatory compliance
• Establishes and maintains good working relationships with clients, prospects, client teams, and colleagues
• Partners with the insurance team
• Manages audit and regulatory reporting
• Participates in and coordinates client meetings including preparation and presentation of financial information for those meetings
• Approves transactions for processing by the Captive Associates
• Partners with Client Executive on fee negotiations, management agreements and TRS reporting
• Performs other job-related duties as required

What you need to have:

• An internationally recognized professional accounting designation, such as CA, ACCA, ACA or CPA
• Minimum of 2 years of recent captive management experience
• Experience in financial reporting under GAAP and IFRS as well as the insurance regulatory environment
• Motivated self-starter, able to work with minimal supervision and with keen appreciation for the importance of quality service to our clients
• Highly organized with acute attention to detail
• Proficiency with Microsoft Office suite
• Excellent knowledge of local regulations and procedures
• Experience with various captive policy structures
• Experience with Captive tax matters

What makes you stand out?

• Minimum of 2 years of recent supervisory or managerial experience
• Ability to co-ordinate, participate and lead client meetings
• Ability to provide training to Account Administrators and junior Account Managers
• Ability to research complex matters independently
• Ability to manage own workload as well as work as part of a team – must be able to work well under pressure
• Ability to adapt to changing priorities and to multitask

Applicants may only apply via our website, www.marsh.com/us/careers.html.

CLOSING DATE: September 26, 2025

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 $24 billion and more than 90,000 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 creating 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, or any other characteristic protected by applicable law.

Marsh McLennan 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 McLennan 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.