With a dedicated team of over 600 professionals and five decades of industry-leading expertise, Marsh Captive Solutions is a trusted partner in captive management and risk financing. Our global presence and deep knowledge across 58 major captive domiciles empower us to deliver innovative solutions tailored to your unique needs. We promise extraordinary opportunities, world-class colleagues and the chance to make an impact.

We are looking for a Captive Advisory Consultant to join the team. This will report into our US Captive Sales & Advisory Zone Leader.

We will count on you to:

Support and Participate in Initial Discussions with Clients on the Utilization of Captives:

Understand objectives for meeting and support the preparation of presentation materialsDiscuss client financial and operational objectives with senior consultantIdentify key client data points to lead to identification of captive utilization opportunities and key considerationsReview objectives of feasibility stage with senior consultant post discussion with client

Draft project engagement documentation:

Develop decision tree on key captive utilization opportunities, value, and considerationsDraft tailored scope of engagementDevelop an action plan to determine timing, key steps, and responsible partiesEstimate hours for the project and fee with project leader

Data Collection Management:

Craft data request based on specific opportunitiesDetermine what can be provided by Marsh versus what is needed from clientOversee the timely collection of data

Construct Framework for Feasibility Studies (Applying Standard Template):

Determine needed modifications and review basis for change with senior project leadDetermine scenarios for modeling and review with the senior lead to confirmRun models and check for accuracy prior to peer reviewDraft executive summary highlighting key points per template requirementsSet target dates for delivery of first and final draft for peer review (must be 5 business days prior to delivery to client)

Manage the Preparation of Captive Formation Regulatory Application Documents:

Oversee the collection of the necessary data/ reports from service providers and clientsPrepare the draft regulatory applications for peer reviewCoordinate the meeting with captive regulators and oversee the application submissionProvide the incoming captive management team with all necessary background on the captive structure and client objectives

Present Final Study to Client:

Review key points with senior lead for presentation to client of final reportCompile and deliver final hard copy reports/ appendices to client prior to meeting

Ability to Draft Response to RFPs for Captive Consulting and Management Services:

Determine subject matter to address per specific questions in RFPDraft response by deadline compiling appropriate sections and amend as needed

What you need to have:  

A Bachelor’s Degree in risk management, finance or accountingA minimum of 6 years of work experience in the insurance industry, preferably captive consulting or management, brokerage or underwriting

What makes you stand out:

Strong analytic skills and inquisitiveBasic familiarity with navigating financial statementsSolid written and communication skillsTeam orientedStrong time management skillsProficient in Excel, Word and PowerPoint

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders.We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

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.