Captives Bookkeeper

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

Qualifications

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey.

Benefits

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.

Pay

Pay Range: $21.35 - $28.85 per hour

Schedule

N/A