Account Manager I

2 months ago

Halifax, Canada CA001 Marsh Canada Limited Full time

Description:

Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and survive.

The ideal candidate will have several years of experience working with or within a life insurance company and be familiar with Statutory Accounting Principles ("SAP"). Would also be familiar with US regulatory requirements for insurance companies.


What can you expect?

Join a growing team of 90+ people supporting U.S based clients.

You will be responsible for accounting, regulatory compliance, and administrative functions for a portfolio of captive insurance companies and other clients.

What is in it for you?

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

We will count on you to:

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.

Perform other job-related duties as assigned.

What you need to have: 

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 makes you stand out:

Relevant captive experience

3+ years of experience working with or within a life insurance company and familiar with Statutory Accounting Principles ("SAP") for insurance companies.

Familiar with US regulatory requirements for insurance companies.

is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: , , , and . For more information, visit , follow us on and

Marsh McLennan 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, or any other characteristic protected by applicable law.

In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact

Marsh McLennan 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 McLennan 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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