Marsh · 7 hours ago
Client Services Leader, Captive Management
Tampa, FL
Full-time
Hybrid
Senior Level
$136K/yr - $290K/yrMarsh is a global leader in risk, strategy, and people, and they are seeking a Client Service Leader to support their vision for best-in-class client service. This role involves leading client teams, providing strategic advice, managing relationships, and ensuring operational efficiency.
ConsultingInsuranceRisk Management
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
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
Marsh provides insurance brokering and risk management services for enterprises.
Founded in 1871
10001+ employees
H1B Sponsorship
Marsh 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 (26)
2024 (30)
2023 (39)
2022 (70)
2021 (34)
2020 (38)
Funding
Current Stage
Late StageTotal Funding
$0.21M2022-07-01Series Unknown· $0.21M
Leadership Team
Michelle A. Sartain
President and CEO
L
Levee Brooks
Chief Operating Officer, North America
Recent News
Insurance News in the United States
2025-12-13
2025-12-06
Company data provided by crunchbase