Captive Account Manager

Posted 2 Days Ago
Be an Early Applicant
Charleston, SC
49K-71K Annually
Mid level
Automotive • Manufacturing
The Role
The Captive Account Manager at Holman will be responsible for maintaining accounting information in QuickBooks, adjusting general ledger accounts, reconciling bank accounts, and creating financial statements in Excel. The role involves maintaining insurance and claim information, coordinating meetings with clients, and interacting with service providers and regulators as needed.
Summary Generated by Built In

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

What will you do?

  • Maintaining transactional accounting information in QuickBooks to include all banking, investment, policy and premium transactions
  • Adjusting the general ledger accounts in QuickBooks as needed for earned premium, claims reserves, income tax reserves, accrued expense reserves and other balances
  • Reconcile all bank accounts
  • Create and maintain a set of financial statements in Excel including supporting work papers
  • Maintain policy information for all insurance transactions; direct, assumed and ceded
  • Maintain claim information as provided by the client or third party administrator
  • Coordinate meetings with the client to include the annual owners’ and directors’ meetings
  • Interact with other service providers to provide and obtain information needed to complete assigned tasks
  • Interact with state regulators as necessary for reporting and client requests
  • Perform all other duties and special projects as assigned

What are we looking for?

  • Bachelor’s degree in a related field
  • Additional education, certifications, or other distinctions are a plus
  • Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word)
  • Experience with accounting software a plus; e.g., QuickBooks
  • 2-4 years’ accounting experience
  • Knowledge of insurance related accounting a plus
  • Strong math, organization, critical thinking, and problem solving skills
  • Proactive, organized approach to multitasking and prioritization
  • Strong verbal and written communication skills

#LI-MS1

At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That’s why we are listening, open to learning new things – about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It’s The Holman Way.

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • Life and Disability Insurance
  • Flexible Spending and Health Savings Accounts
  • Employee Assistance Program
  • 401(k) plan with Company Match
  • Paid Time Off (PTO)
  • Paid Holidays, Bereavement, and Jury Duty
  • Paid Pregnancy/Parental leave
  • Paid Military Leave
  • Tuition Reimbursement

Benefits:

Regular Full-Time

We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.

Click here for Washington State benefit information.

Temporary or Part-Time

In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Click here for Washington State benefit information.

Pay:

We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $48,710.00 - $70,625.00 USD annually for full time employees. The annual compensation range is comprised of base pay earnings.

Equal Opportunity Employment and Accommodations:

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

If you are a person with a disability needing assistance with the application process, please contact [email protected]

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Top Skills

Quickbooks
The Company
Mount Laurel,, NJ
4,434 Employees
On-site Workplace

What We Do

Holman offers a unique set of complementary services that address your changing needs. From fleet management, upfitting, vehicle accessories, vehicle sales, insurance, investing in the future of mobility, or all the above, we listen, we think, and we create solutions just for you

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