Bookkeeper

Risk Strategies Company

Bookkeeper providing account management support for insurance bonding solutions. Engaging with clients and assisting account teams in a dynamic organization.

Posted 6/18/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $29 per hourWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Two years of business experience
Experience with insurance accounting is a plus
Detail oriented
Well versed in Excel and Word

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance accountingExcelWord

Soft Skills

detail orientedproblem solvingcommunicationclient interactionpresentation skills