Bookkeeper

Responsibilities

• Support account managers and producers by responding promptly to account team requests and resolving client issues.
• Create client proposals, analyses, and presentations as required.
• Manage billing and receivable activity on specific accounts.
• Maintain and update files, databases, and other documents for accounts.
• Interact with senior-level managers and clients, and participate in client meetings and group presentations.
• Review, prepare, and execute bonds; manage open items lists.
• Monitor and update renewal action plans or strategies to ensure compliance.
• Diagnose and solve problems related to client issues while adhering to company professional standards and procedures.
• Perform miscellaneous job-related duties as assigned.

• At least 2 years of business experience.
• Experience with insurance accounting is a plus.
• Strong attention to detail.
• Proficient in Excel and Word.
• Excellent communication skills and willingness to ask questions.
• Background in insurance bonding/surety skills; may require additional coursework.

Pay Range: $21.35 - $28.85 Hourly

This 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.