Account Manager I

7 days ago

Halifax, Nova Scotia, Canada CA001 Marsh Canada Limited Full time

About the Role:

Marsh is a global leader in insurance broking and risk management, serving commercial and individual clients with data-driven risk solutions and advisory services. As an Account Manager I, you will be responsible for accounting, regulatory compliance, and administrative functions for a portfolio of captive insurance companies and other clients.

Key Responsibilities:

  • Preparation of financial statements in an accurate and timely manner.
  • Reconcile cash and investment accounts.
  • Prepare bank deposits and cash disbursements.
  • Plan and complete the annual audit for clients.
  • Prepare regulatory filings.
  • Ensure on-going compliance with domicile captive insurance regulations.
  • Track and reconcile claims activity.
  • Maintain client files in accordance with the Marsh standard filing system.
  • Maintain client contact as needed.
  • Maintain availability for special projects requested by management and clients.
  • Monitor and document team and client activities to prevent and detect problems.
  • Prepare memos and other correspondence.
  • Correspond with other service providers.
  • Maintain client and office databases.
  • Investigate outstanding issues on client accounts.
  • Prepare meeting materials and participate in the annual board of directors' meeting and other client meetings.

Requirements:

  • 2+ years of accounting experience; preparation of financial statements, preparation of working paper files, and general ledger.
  • Accounting designation (CPA, ACA, ACCA) or equivalent.
  • Experience working with a client portfolio that required multiple deadlines.
  • Excellent organizational and prioritization skills with strong attention to detail.
  • Outstanding interpersonal skills, confidence, and communicate effectively with all levels of the organization and with external clients.
  • Proficiency with MS Excel, Word, and Outlook is required.

What We Offer:

  • A company with a strong brand and strong results to match, and are committed to making a difference in the lives of people.
  • A culture of belonging, innovation, collaboration, internal mobility, and extraordinary career opportunities through our four businesses: Marsh, Mercer, Guy Carpenter, and Oliver Wyman, each consistently ranked the industry leader in their fields.
  • Competitive pay (salary and bonus potential), full benefits package – effective starting Day 1 (Medical, dental, vision, STD/LTD, life insurance, RSP (Retirement Savings Plan) or TFSA (Tax Free Savings Account)).
  • Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture.
  • Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan.
  • Employee Resource Groups which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations.

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