California Licensed Bookkeeper

Job Summary

To support a dynamic and growing organization, the full-time California Licensed Bookkeeper will manage client-related functions, assist account teams with insurance bonding solutions, and serve as a primary point of contact for customers in a remote capacity.

Key responsibilities:

• Responds to account team requests and resolves client issues promptly
• Assists in producing client proposals, analyses, and presentations as needed
• Manages billing and receivable activities for specific accounts

Required qualifications:

• Two years of business experience
• Experience with insurance accounting is a plus
• Proficiency in Excel and Word
• Detail-oriented with excellent communication skills
• Willingness to pursue additional insurance coursework as necessary