Captive Bookkeeper

Risk Strategies

2d•$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. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Requirements

Two years of business experience
Detail oriented
Well versed in Excel and Word
Excellent communication skills; not afraid to ask question

Nice To Haves

Experience with insurance accounting is a plus

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.