Client Services Manager
1 week ago
The Client Services Manager is responsible for managing all aspects of insurance management for a diverse portfolio of clients. This role involves ensuring the maintenance of client relationships, Company performance, and compliance with internal and external regulations. The CSM will also oversee the production of financial statements, cash management, regulatory and statutory reporting, and other day-to-day activities required to operate client companies.
Duties and Responsibilities:
- Maintain client accounting records.
- Produce un-audited financial statements for clients on a quarterly or monthly basis.
- Monitor investment returns and/or make investments, as requested by clients.
- Prepare statistical analyses and reports as required by clients.
- Draft informational or obligatory filings to regulatory bodies on client's behalf.
- Issue notices of meetings of shareholders, directors or any committees of clients, virtually attend meetings and drafting minutes, as required.
- Attend to all other day-to-day activities of clients.
Requirements:
- A bachelor's degree in accounting, or a professional accounting qualification.
- At least 3 + years of captive insurance management experience or expertise.
- A client service-oriented mindset and ethos.
- Superior written and verbal communication skills.
- Ability to problem-solve.
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