Client Service Accountant
Company | Marsh & McLennan |
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Location | Salt Lake City, UT, USA, Nashville, TN, USA, Bozrah, CT, USA, Phoenix, AZ, USA, Atlanta, GA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s degree related to accounting
- Intermediate proficiency in MS Excel
- Must have excellent communication skills (verbal and written)
Responsibilities
- Prepare monthly or quarterly financial statements for captive clients.
- Assist with the annual audit, annual actuarial review and prepare materials for Annual Board of Directors meetings.
- Collaborate with the Client Service Manager to maintain accurate records for reporting and audit purposes, with exposure to GAAP, Statutory, or IFRS-prepared financials and audit-related reports.
- Facilitate the renewal cycle by completing renewal protocols, gathering information, tracking quotes, and ensuring the timely issuance of documents in accordance with professional standards.
- Begin to build relationships with clients, client service teams, and captive service providers to deliver exceptional service.
Preferred Qualifications
- 2+ years of accounting experience
- Time management and organization skills