Bookkeeper

Risk Strategies•Irvine, CA

15d•$21 - $29

About The Position

The ideal candidate will contribute to the growth of revenue by assisting in the management of insurance bonding solutions and projects to meet client needs in a dynamic and growing organization. This position is the primary support position for account teams and will be a point of contact for customers. It is responsible for the day to day support of Account Managers/Producers as well as assisting in developing relationships with clients. Individual will perform a variety of client related functions in a rapidly growing company. Some insurance bonding/surety skills are required, and may require the taking of additional insurance course work.

Requirements

Two years of business experience
Experience with insurance accounting is a plus
Detail oriented
Well versed in Excel and Word
Excellent communication skills; not afraid to ask question

Nice To Haves

Some insurance bonding/surety skills are required, and may require the taking of additional insurance course work.

Responsibilities

Responds timely to account team requests in resolving client issues and related questions.
Assists in producing client proposals, analysis and presentations as may be necessary.
Assist in managing the billing and receivable activity on specific accounts.
Establishes, maintains, and updates files, databases, records, and/or other documents for accounts.
Interacts with senior level managers and clients.
May participate in client meetings and group presentations.
Review, prepare and execute bonds.
Manages open items lists.
Involved in monitoring and updating renewal action plan or strategy to assist in ensuring compliance.
Solves problems regarding client issues.
Conforms to company’s professional standards and procedures to ensure quality service to all clients.
Performs miscellaneous job-related duties as assigned.