Captive Account Manager

6 days ago

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Holman

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Fleet Management • Parts and Logistics • Automotive Sales • Upfitting and Equipment • Growth Ventures

5001 - 10000

Description

• 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

Requirements

• 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

Benefits

• 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