Jobs · Accounting · California

Bookkeeper

Montage · Irvine, CA · 3 wk ago
AccountingFull-time

About the role

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.

Responsibilities

  • Responds timely to account team requests in resolving client issues and related questions.
  • Affords assistance in producing client proposals, analysis, and presentations as needed.
  • Affords assistance 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.
  • Might participate in client meetings and group presentations.
  • Reviews, prepares, and executes bonds.
  • Manages open items lists.
  • Affords assistance in monitoring and updating renewal action plans or strategies 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.

Requirements

  • Two years of business experience.
  • Experience with insurance accounting is a plus.

Qualifications

  • Detail oriented.
  • Well versed in Excel and Word.
  • Excellent communication skills; not afraid to ask questions.

Skills

  • Insurance bonding/surety skills.

Benefits

Not specified.

Pay

$21.35 - $28.85 per hour.

Schedule

Not specified.

Company Information

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.

Equal Opportunity Employer

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Recruiting Vendor Disclosure

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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