Client Service Leader managing team in captive management solutions at Marsh. Leading client relationships and operational efficiency while promoting engagement and professional growth.
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.
Take a proactive approach to managing client relationships.
Perform oversight of financial statement preparation, audits, actuarial evaluations and regulatory compliance.
Coordinate timely and knowledgeable responses to inquiries and requests from clients.
Drive operational efficiency, streamlining processes and optimizing resource allocation.
Implement best practices and leverage optimal utilization of resources.
Foster a positive and inclusive work environment.
Requirements
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.
Lead Director, Client Services responsible for strategic leadership and operational excellence in Rebate Operations at CVS Health. Overseeing client service efforts and team management to ensure satisfaction and compliance.
Client Service Manager working with assigned Client Managers to maintain and grow existing Small Group business. Ensuring positive account relationships and effective communication with clients and internal teams.
Client Service Associate supporting high - net - worth clients by ensuring transaction completion and relationship management. Working within a centralized task queue to enhance client satisfaction and retention.
Client Service Representative at Ridge Lake Animal Hospital serving as the first point of contact for clients and their pets. Handling inquiries, payments, and client information management.
Team Leader managing KYC/AML processes at Vistra Global Services in Mauritius. Leading a team and ensuring compliance with policies and procedures in the onboarding process.
Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.