Introduction
At Artex, we reimagine what risk management can be and we do it with bold thinking, deep expertise, and an unwavering belief in what’s possible. As part of our global team, you’ll help clients navigate complex risks through creative, forward-looking solutions that go beyond the expected. This is a place where innovation is encouraged, ideas are welcomed, and no two days look the same. We’re a community of confidently curious problem-solvers, opportunity seizers, and collaborative thinkers, working together to challenge convention and shape the future of our industry. Here, you’ll be supported to explore your potential, grow your expertise, and make a meaningful impact on a global scale.
Overview
The Client Services Director is responsible for ensuring exceptional levels of service are delivered to a diverse portfolio of clients. Working in conjunction with the client service teams and managers, the CSD will provide guidance and leadership together with ensuring smooth communication with the ultimate aim of delivering the highest possible level of service to clients.
This role is based out of Bermuda and in person.
How you'll make an impact
Operations
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To act as the primary contact for client engagement
- Responsible for high quality and timely delivery of all services required by clients, ensuring standards are upheld and clients are satisfied with the level of service
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Ensure timely resolution of any client complaints
- Participation at client board meetings Oversight of the wider client servicing teams to ensure a consistent approach and high standards are upheld
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Client services relationship management with an emphasis on stewardship and client allocation management
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Financial management of the budget, forecasting, expense management and payment processing
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Manage outsourced relationships and ensure oversight of outsourced activities
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Approval of all outgoing fee quotes or fee issues
Business Development
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Contribute to the business development strategy including conducting profitability analysis and optimizing pricing strategies
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Maintain key service provider relationships with auditors, consultants, assets managers and actuarial firms
- Actively collaborate and partner with sales and revenue generation efforts
Governance, Risk & Compliance
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Reviews and approves board packs for client board meetings
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Plan and manage clients’ board meeting strategy
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Responsible for client compliance with relevant laws, regulations and regulatory measures
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Reviews and approves business plans and other regulatory applications before submission to the BMA for existing clients
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Works closely with new clients and prospects in the licensing process including preparation and submission of the Business Plan to the BMA and liaising with other service providers as required
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Reviews client annual returns for completeness and accuracy prior to sign off and submission to the BMA
Team Management
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Lead and develop members of the Captive Management team through communication, performance management, development plans and reward/recognition practices
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Provide mentoring and coaching to members of the Captive Management team
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Provide technical support and training to the team
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Cultivate an environment that supports diversity and reflects the Gallagher Way
Business Management
- Adhere to Artex policies and procedures at all times
- Undertake all activities in a professional and ethical manner
- Attend and actively participate in internal strategic initiatives
- Ensure timesheets are completed accurately and on time
- Contribute to the overall positive working environment with impeccable conduct
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Represent Artex at industry forums and meetings
- Identification of new products and services for enhanced client service and fee generation
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Identification of cost savings initiatives
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Project management
About you
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Internationally recognized accounting designation (CPA, CA, ACCA, CMA) or equivalent insurance, reinsurance, or risk management qualification.
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A minimum of 10 years of post-qualification financial management experience.
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A minimum of 5 years re/insurance management and/or captive insurance experience.
- Experience managing captive insurance companies and reinsurance structures across multiple jurisdictions would be considered an asset.
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Demonstrated leadership experience managing and mentoring teams, including oversight of accountants, account managers, and cross-functional service providers.
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Strong knowledge of captive insurance and reinsurance operations, governance, regulatory compliance, and financial reporting requirements, including experience working with Bermuda, Cayman Islands, U.S., and other international regulatory environments.
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Proven ability to manage multiple priorities and deliver high-quality results within tight deadlines while maintaining accuracy and attention to detail.
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Excellent verbal and written communication skills, with experience presenting financial, regulatory, and operational matters to boards of directors, regulators, clients, and executive stakeholders.
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Strong relationship management skills with a demonstrated ability to build trusted partnerships with clients, regulators, auditors, actuaries, legal counsel, service providers, and senior leadership.
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Strategic thinker with strong analytical and organizational skills, capable of balancing long-term objectives with day-to-day operational execution.
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Highly effective communicator and collaborator, capable of engaging confidently with stakeholders at all levels of an organization while maintaining a strong focus on client service and business outcomes.
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