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Captive Account Manager

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 assignedWhat 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-MS1At 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 ReimbursementBenefits:Regular Full-TimeWe 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-TimeIn 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 HR@Holman.comThis policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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What You Should Know About Captive Account Manager, Holman

Are you an organized, proactive professional looking for a rewarding opportunity? Holman is seeking a Captive Account Manager in Montpelier, VT, who will be a vital part of our family-owned, global automotive services organization. We pride ourselves on treating our customers and colleagues with respect and positivity, creating rewarding relationships. In this role, you’ll maintain transactional accounting information with QuickBooks, ensuring accuracy in banking, investment, and insurance transactions. You’ll be responsible for adjusting the general ledger as needed, reconciling bank accounts, and preparing financial statements using Excel. Your knack for organization will shine as you manage policy and claim information, coordinate client meetings, and interact with regulatory bodies. We’re looking for someone with a Bachelor’s degree in a related field, preferably with 2-4 years of accounting experience. If you have strong attention to detail and exceptional communication skills, you might just be the perfect fit! At Holman, we’re committed to providing our employees with career growth and a rewarding environment. If you’re ready to make a difference with a company that values diversity, equity, and inclusion, we invite you to apply! Delivering results with The Holman Way means we continually strive to be better and do better, providing peace of mind for our clients and a fantastic workplace for our team.

Frequently Asked Questions (FAQs) for Captive Account Manager Role at Holman
What are the key responsibilities of the Captive Account Manager at Holman?

As a Captive Account Manager at Holman, you will manage various accounting tasks such as maintaining transactional information in QuickBooks, adjusting general ledger accounts, reconciling bank accounts, and preparing accurate financial statements. You will also maintain policy information for insurance transactions and interact with clients and service providers to gather necessary information.

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What qualifications do I need to apply for the Captive Account Manager position at Holman?

To apply for the Captive Account Manager position at Holman, a Bachelor’s degree in a related field is required, along with 2-4 years of accounting experience. Proficiency in QuickBooks and MS Office programs, particularly Excel, is beneficial, and knowledge of insurance-related accounting is a significant plus.

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What tools will I be expected to use as a Captive Account Manager at Holman?

In the Captive Account Manager role at Holman, you will primarily use QuickBooks for accounting tasks, along with Excel for financial statements and work papers. Familiarity with MS Office programs, including Word and Outlook, will also be necessary for effective communication and documentation.

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How does Holman support employee growth for Captive Account Managers?

Holman is dedicated to employee development and career growth. As a Captive Account Manager, you will have access to training opportunities, mentorship, and programs that support continuous learning. We prioritize diversity, equity, and inclusion in our workplace to ensure everyone feels valued and part of our success.

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What benefits can a Captive Account Manager expect at Holman?

As a full-time Captive Account Manager at Holman, you will receive comprehensive benefits including health, vision, and dental insurance, a 401(k) plan with company match, paid time off (PTO), holidays, and various leave options such as parental and military leave, in addition to tuition reimbursement opportunities.

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Common Interview Questions for Captive Account Manager
Can you describe your experience with QuickBooks in your previous accounting roles?

When answering this question, discuss specific tasks you handled with QuickBooks, including managing transactions, adjusting accounts, and any reporting you conducted. Highlight your familiarity with the software's features as they relate to tracking financial data and how you've utilized them to ensure accuracy in previous positions.

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How do you prioritize your tasks when dealing with multiple accounting projects?

In responding to this question, explain your approach to organization and prioritization, such as using tools like to-do lists or digital project management systems. Provide examples of past experiences where you've successfully managed competing deadlines and describe your ability to stay calm and focused under pressure.

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What steps do you take to reconcile bank accounts effectively?

When discussing this, outline the systematic approach you follow for bank reconciliation. Mention details like reviewing transaction records, identifying discrepancies, and correcting errors. Provide an instance where your attention to detail or analysis led to an insightful finding that improved the accounting process.

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How do you ensure compliance with state regulations in accounting?

In your answer, emphasize the importance of keeping abreast of regulatory changes and how you maintain compliance in your work. Discuss practices such as regular training, consulting resources like regulatory bodies, and collaborating with legal teams to ensure that your accounting practices are always in alignment with state laws.

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Describe a challenging accounting problem you faced and how you resolved it.

Here, provide a specific example of a real challenge in your accounting history, such as resolving a significant discrepancy or error. Focus on the steps you took to analyze the problem, the actions you implemented to find a solution, and how your resolution improved processes or outcomes for your organization.

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What accounting software have you used in the past, and how do you feel about transitioning to new systems?

Outline your experience with various accounting software and express your adaptability when it comes to learning new systems. Discuss any scenarios where you successfully transitioned to a new software and how you approached the learning curve to ensure a smooth adaptation in your workflows.

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How do you handle sensitive financial information within your role?

In your response, stress the importance of confidentiality, detailing the policies and strategies you follow to protect sensitive financial data. Share your commitment to ethical standards and compliance practices, as well as any specific instances where your careful management of this information was crucial to your role.

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What have you done to keep your accounting knowledge current?

You'll want to convey your commitment to ongoing professional development. Mention attending workshops, obtaining certifications, or subscribing to industry journals. Explain how you seek out resources to stay updated on accounting standards, regulations, and best practices.

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Why do you want to work as a Captive Account Manager at Holman?

In answering this question, express your enthusiasm for Holman's core values and commitment to employee development. Discuss how the company's focus on positive relationships and growth resonates with your career goals and why you believe your background aligns perfectly with the needs of the Captive Account Manager role.

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How do you communicate complex financial information to clients who may not have an accounting background?

Reflect on your ability to simplify technical terminology, using straightforward language and clear visuals to convey important financial concepts to non-experts. Share a specific instance where you effectively communicated complex information, ultimately leading to improved client understanding and satisfaction.

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To provide the industry's best automotive related services by training, empowering, and rewarding exceptional people; by earning the loyalty and exceeding the expectations of each and ever customer; and by giving back to the communities that suppo...

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Full-time, on-site
DATE POSTED
December 7, 2024

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