Bookkeeper

This is a fully remote position, open to applicants in California.

📋 Description

• Timely addresses requests from the account team to resolve client issues and inquiries.

• Aids in the preparation of client proposals, analyses, and presentations as needed.

• Assists in overseeing billing and receivables for designated accounts.

• Establishes, maintains, and updates files, databases, records, and other documentation for accounts.

• Engages with senior-level managers and clients.

• May take part in client meetings and group presentations.

• Reviews, prepares, and executes bonds.

• Manages outstanding items lists.

• Participates in monitoring and updating renewal action plans or strategies to ensure compliance.

• Resolves issues related to client matters.

• Adheres to the company’s professional standards and procedures to guarantee quality service to all clients.

• Performs additional job-related tasks as assigned.

⛳️ Requirements

• Minimum of two years of business experience.

• Experience in insurance accounting is advantageous.

• Strong attention to detail.

• Proficient in Excel and Word.

🏝️ Benefits

• Health insurance.

• 401(k) matching.

• Paid time off.

• Opportunities for professional development.