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Insurance Industry Group

Marcum’s Insurance Industry Group provides a wide range of services to both regional carriers and large insurance groups. We also service insurance agents, MGAs, MGUs and reinsurance companies and intermediaries. Clients include both publicly-traded and privately-held entities. In addition to traditional audit and tax services, the group’s professionals provide specialized consulting services.

The group draws on the skills of more than 20 professionals experienced in both the insurance industry and public accounting. They possess extensive knowledge of trends and developments in the industry and are active in several professional organizations including the Captive Insurance Council of DC, the Society of Insurance Financial Managers, the AIDA Reinsurance and the Insurance Arbitrators Society. The group’s expertise includes property and casualty as well as life and health insurance companies.

Over the years, Marcum has been involved in complex engagements including configuring and installing the general ledger package for an assigned risk pool operator; serving as an accounting expert to the Special Litigation Committee of the Board of Directors of two large publicly traded insurers; and preparing forecasted financial statements used by a medical malpractice carrier to complete the licensing process in two states.

  • We offer clients a team approach, utilizing all the resources of our business consulting and accounting practices.
  • We take a flexible, practical approach to the delivery of services in the ever-changing business environment.
  • We have the technical expertise you value and the personal service you deserve.
  • Our engagement partners and professional staff are readily available to you at all times.
  • We offer access to our established network of strategic partners, contacts, and resources within the financial, banking and professional communities.
  • We are founding members of The Leading Edge Alliance, an international group of independent accounting firms that provides us with affiliates in most major cities througout the world.
Featured Services
Assurance Services
  • Certified Audits, both Statutory & GAAP Basis
  • Audits of MGAs & MGUs
  • SSAE 16 Engagements
  • Employee Benefit Plan Audits
Accounting and Tax Services
  • Federal & State Income Tax Preparation and Planning
  • Statutory Financial Statement Preparation
  • Internal Reporting
  • Budgeting and Forecasting
  • Reinsurance Accounting
  • Investment Accounting
  • Monthly Accounting Services
Advisory Services
  • Consulting Services to Boards of Directors
  • Accounting Systems Design & Configuration
  • Internal Audits
  • Internal Control Consulting – SOX 404 & Model Audit Rule
  • Forensic Audits & Litigation Support Services
  • Due Diligence for Mergers & Acquisitions
  • Corporate Finance & Strategic Planning
  • Business Plans & Valuations
  • Assistance with Capital Raises
  • Formation of Captive Insurance Companies
  • Claims Assessment Services
Hartford, CT
Los Angeles, CA
San Francisco, CA
Melville, NY
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