Holman · 11 hours ago
Captive Account Manager
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Responsibilities
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
Qualification
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Required
Bachelor’s degree in a related field
Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word)
2-4 years’ accounting experience
Strong math, organization, critical thinking, and problem solving skills
Proactive, organized approach to multitasking and prioritization
Strong verbal and written communication skills
Preferred
Additional education, certifications, or other distinctions are a plus
Experience with accounting software a plus; e.g., QuickBooks
Knowledge of insurance related accounting a plus
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
Company
Holman
Holman offers a unique set of complementary services that address your changing needs.
Funding
Current Stage
Late StageRecent News
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