Company:
Marsh
Description:
We are seeking a talented individual to join our team at Marsh as a Client Portfolio Manager for our Captive Insurance division based out of our Atlanta GA office. This is a hybrid role that requires working at least three days a week in the office. The successful candidate will lead daily operations from a support and administrative level coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem resolution.
We will count on you to:
- Manage a portfolio of key captive insurance clients overseeing full-cycle accounting activities and ensuring compliance with GAAP and regulatory requirements.
- Lead coach and mentor an accounting team driving their development performance reviews and career goal setting.
- Independently resolve complex client situations participate in fee negotiations and collaborate with third-party service providers.
- Organize and lead board and committee meetings prepare materials and actively contribute to client relationship management and business growth initiatives.
- Drive global projects focused on best practices policy development and process improvements to enhance operational efficiency.
What you need to have:
- Strong expertise in GAAP and regulatory compliance related to captive insurance accounting.
- Proven experience managing complex client portfolios and leading accounting teams.
- Excellent decision-making skills with the ability to independently resolve client issues.
- Experience in client negotiations including fees and service provider coordination.
- Ability to manage multiple priorities and contribute to strategic team goals.
What makes you stand out:
- Experience participating in or leading RFP presentations and marketing growth initiatives.
- Background in developing standardized financial procedures and internal controls.
- Strong communication skills with the ability to proactively engage clients on regulatory trends and best practices.
- Experience working on global projects and collaborating across diverse teams.
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 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 $24 billion and more than 90000 colleagues Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk visit 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.
Company:MarshDescription:We are seeking a talented individual to join our team at Marsh as a Client Portfolio Manager for our Captive Insurance division based out of our Atlanta GA office. This is a hybrid role that requires working at least three days a week in the office. The successful candidate ...
Company:
Marsh
Description:
We are seeking a talented individual to join our team at Marsh as a Client Portfolio Manager for our Captive Insurance division based out of our Atlanta GA office. This is a hybrid role that requires working at least three days a week in the office. The successful candidate will lead daily operations from a support and administrative level coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem resolution.
We will count on you to:
- Manage a portfolio of key captive insurance clients overseeing full-cycle accounting activities and ensuring compliance with GAAP and regulatory requirements.
- Lead coach and mentor an accounting team driving their development performance reviews and career goal setting.
- Independently resolve complex client situations participate in fee negotiations and collaborate with third-party service providers.
- Organize and lead board and committee meetings prepare materials and actively contribute to client relationship management and business growth initiatives.
- Drive global projects focused on best practices policy development and process improvements to enhance operational efficiency.
What you need to have:
- Strong expertise in GAAP and regulatory compliance related to captive insurance accounting.
- Proven experience managing complex client portfolios and leading accounting teams.
- Excellent decision-making skills with the ability to independently resolve client issues.
- Experience in client negotiations including fees and service provider coordination.
- Ability to manage multiple priorities and contribute to strategic team goals.
What makes you stand out:
- Experience participating in or leading RFP presentations and marketing growth initiatives.
- Background in developing standardized financial procedures and internal controls.
- Strong communication skills with the ability to proactively engage clients on regulatory trends and best practices.
- Experience working on global projects and collaborating across diverse teams.
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 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 $24 billion and more than 90000 colleagues Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk visit 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.
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