Captive Advisory Consultant
Captive Advisory Consultant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Company:
MarshDescription:
With a dedicated team of over 600 professionals and five decades of industry-leading expertise Marsh Captive Solutions is a trusted partner in captive management and risk financing. Our global presence and deep knowledge across 58 major captive domiciles empower us to deliver innovative solutions tailored to your unique needs. We promise extraordinary opportunities world-class colleagues and the chance to make an impact.
We are looking for a Captive Advisory Consultant to join the team. This will report into our US Captive Sales & Advisory Zone Leader.
We will count on you to:
Support and Participate in Initial Discussions with Clients on the Utilization of Captives:
- Understand objectives for meeting and support the preparation of presentation materials
- Discuss client financial and operational objectives with senior consultant
- Identify key client data points to lead to identification of captive utilization opportunities and key considerations
- Review objectives of feasibility stage with senior consultant post discussion with client
Draft project engagement documentation:
- Develop decision tree on key captive utilization opportunities value and considerations
- Draft tailored scope of engagement
- Develop an action plan to determine timing key steps and responsible parties
- Estimate hours for the project and fee with project leader
Data Collection Management:
- Craft data request based on specific opportunities
- Determine what can be provided by Marsh versus what is needed from client
- Oversee the timely collection of data
Construct Framework for Feasibility Studies (Applying Standard Template):
- Determine needed modifications and review basis for change with senior project lead
- Determine scenarios for modeling and review with the senior lead to confirm
- Run models and check for accuracy prior to peer review
- Draft executive summary highlighting key points per template requirements
- Set target dates for delivery of first and final draft for peer review (must be 5 business days prior to delivery to client)
Manage the Preparation of Captive Formation Regulatory Application Documents:
- Oversee the collection of the necessary data/ reports from service providers and clients
- Prepare the draft regulatory applications for peer review
- Coordinate the meeting with captive regulators and oversee the application submission
- Provide the incoming captive management team with all necessary background on the captive structure and client objectives
Present Final Study to Client:
- Review key points with senior lead for presentation to client of final report
- Compile and deliver final hard copy reports/ appendices to client prior to meeting
Ability to Draft Response to RFPs for Captive Consulting and Management Services:
- Determine subject matter to address per specific questions in RFP
- Draft response by deadline compiling appropriate sections and amend as needed
What you need to have:
- A Bachelors Degree in risk management finance or accounting
- A minimum of 6 years of work experience in the insurance industry preferably captive consulting or management brokerage or underwriting
What makes you stand out:
- Strong analytic skills and inquisitive
- Basic familiarity with navigating financial statements
- Solid written and communication skills
- Team oriented
- Strong time management skills
- Proficient in Excel Word and PowerPoint
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.
Required Experience:
Contract
Employment Type
Full-Time
