Strategic Account Manager - Captive Insurance Operations

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.

Job Inputs:

• The Strategic Account Manager (SAM) is a manager-level role which is designed to give someone new to the captive insurance industry the experience necessary to be successful, both leading people and managing clients.
• Responsible for leadership of Account Managers and administrative support staff.
• Responsible for managing assigned accounts and client financial statement preparation. The expectation is that in year 1 of the role, this will account for about 50% of time.
• Provide gradually increasing levels of technical accounting and regulatory guidance to staff
• Responsible for quality control, whether through direct review of staff work, or implementation of peer-review processes.
• Responsible for assigning workload and clients to staff.
• Responsible for Client Financial Statement production and review and ensuring timely delivery.
• Responsible for Compliance filings and ensuring client and regulatory deadlines met – this includes Premium Tax Filings, Audit, Actuarial, Annual Reports, NAIC and State filings and other required reports.
• Perform all other duties and special projects as assigned.
• Responsible for ensuring client profitability, recommending pricing adjustments based on scope of work.
• Embody a strong commitment to service excellence, emulate behaviors to coach and train employees to fully embrace.

Education and/or Training:

• Bachelor’s degree in finance, accounting, or related field
• Additional education, certifications, or other distinctions are a plus (Associate in Captive Insurance (ACI), Certified Public Accountant (CPA), or MBA).
• For candidates with no experience in the captive industry, the candidate is expected to enroll (at Company’s expense) in the ACI certification program and pursue certification as quickly as possible.
• Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.)

Relevant Work Experience:

• 3-5+ years’ experience, including 2+ at a leadership level
• Breadth and depth of technical or functional expertise in own area of responsibility or department; may be acquiring knowledge of other related areas of Captive Insurance
• Developing and implementing processes, methods, and tools to increase efficiency and accuracy

Planning/Organizing/Managerial Knowledge:

• Manages subordinate staff in the day-to-day performance of their jobs
• Ensures that project/department milestones/goals are met and adhering to approved budgets
• Has full authority for personnel actions
• Extensive knowledge of department processes
• Contributes to the development of vision and strategy
• Works with other leaders to develop a common departmental vision or strategy
• Adapts area/departmental plans and priorities to address business and operational challenges
  • Anticipates future needs and work
  • Promotes efficiencies through process improvements
  • Formulates several possible solutions or courses of action to achieve results
• Identifies and resolves technical, operational and organizational problems
  • Assesses risk and urgency to plan and prioritize work effectively, delegating when appropriate
  • Overcomes obstacles in striving to achieve long-term, positive, sustainable results
• Adjusts quickly to new or changing work environment
  • Remains resilient in the face of challenges, rebounding quickly from setbacks
• Excellent organizational skills and attention to detail
• Excellent time management skills, with a proven ability to meet deadlines
  • Prioritizes projects and resources to align with strategic goals
• Strong supervisory and leadership skills
  • Provides opportunities for practicing new skills and developing behaviors
  • Promotes direct reports to high levels of responsibility
  • Ensures that the members of the team have clear, shared priorities
  • Finds challenging, relevant assignments and developmental opportunities for others
  • Assists teams to handle uncertainty and persevere during change
• Applies management expertise to set direction, resolve problems and provide guidance to employees in own area of responsibility or department
  • Aligns talent of individuals with departmental opportunities
  • Aligns talent of individuals with tasks
  • Evaluates performance against performance expectations
  • Identifies the required performance level for each objective and requirement of the job
  • Identifies skills and resources that will be needed in the future
• Manages team projects and project plans through execution
• Influences or provides input to forecasting and planning resources; may manage allocated budget
• Decisions are guided by policies, procedures and department or business plan; receives guidance from manager

Communicating & Influencing Skills:

• Excellent verbal and written communication skills
  • Responsible and accountable for the communication process
  • Able to clearly articulate the company’s vision for the future
  • Communicates departmental vision or strategy in terms of impact on the organization
  • Work with the team to establish a clear mission and goals
• Excellent interpersonal, counseling, negotiation, and customer service skills
  • Actively solicit feedback; share and address; adjust plans as necessary; follow through
  • Breaks down barriers between groups by representing all sides and facilitates information exchanges between them
  • Asks questions to challenge others’ thinking and to gain agreement
  • Keeps everyone affected by results well informed about projects
• Anticipates and interprets customer needs to identify solutions
• Strong presentation skills
• Effectively coaches, gives performance feedback and provides development opportunities within own area of responsibility or department
  • Regular and frequent engagement in face-to-face communication
  • Encourages people to try a new process or new ways of completing job requirements
• Interaction with others requires understanding, influencing and supporting people, through applying technical knowledge or rational arguments, aimed at causing action or acceptance by others

Outputs:

• Staff Assignments and captive income managed tracking
• Client Management Agreement database and contract amendment tracking
• Client report status re financial statements, audits, actuarial, premium tax and other outputs
• Workload management and staff recruitment and promotion reports
• Client board meetings reports

#LI-MG1

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 $97,450.00 - $141,300.00 USD annually for full time employees. The annual compensation range is comprised of base pay and bonus 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.