Marsh Management Services is the exclusive captive solutions division of Marsh Inc., which includes providing advice, implementation, management and actuarial services. Marsh Management Services is seeking candidates for the following position based in the Bermuda office.
ACCOUNT MANAGERWhat 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 client accounts
- Serves as a client contact for daily needs and answers client questions to improve the 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
- An internationally recognized professional accounting designation, such as CA, ACCA, ACA or CPA
- Minimum of 3 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 a keen appreciation for the importance of quality service to our clients
- Highly organized with an acute attention to detail
- Ability to co-ordinate, participate and lead client meetings
- Ability to provide training to Account Administrators and junior Account Managers
- Proficiency with Microsoft Office suite
- Ability to research complex matters independently
- Excellent knowledge of local regulations and procedures
- Familiarity with captive policy structures
- Familiarity with captive tax issues
- 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
- Minimum of 2 years of recent supervisory or managerial experience preferred
Applicants may only apply via our website, www.marsh.com/us/careers.html
Closing date: April 29, 2026Marsh 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 $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.Marsh 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.


