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 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.
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