This is a finance ops support role inside an insurance brokerage world, with a heavy “keep the trains running” vibe: billing, receivables, Excel, client support, and some surety bond work. If you’re organized and unbothered by detail and follow-up, it’s a good lane.
About Risk Strategies
Risk Strategies is a large U.S. insurance brokerage (property & casualty, employee benefits, private client, consulting, etc.) with specialty practices and a big national footprint.
Schedule
- Remote (US, plus noted Remote California)
- Full-time
What You’ll Do
- Support Account Managers/Producers with day-to-day client/account needs
- Manage billing and receivables activity on assigned accounts
- Maintain and update account files, databases, and records
- Help with client proposals, analysis, and presentations
- Review, prepare, and execute bonds (surety/bonding work)
- Track and manage open items lists
- Monitor and update renewal action plans/strategies for compliance
- Handle client issues and questions, escalating as needed
- Participate in client meetings or group presentations (sometimes)
What You Need
- 2 years of business experience
- Strong Excel and Word skills
- Detail-oriented, accurate, organized
- Clear communication and not afraid to ask questions
Nice to Have
- Insurance accounting experience
- Some bonding/surety exposure (they mention you may take additional insurance coursework)
Pay
- $21.35 – $28.85/hour
Urgency line
If you apply, make your resume scream: A/R + billing support, Excel skills, tight tracking habits, and anything even vaguely insurance-related (agency, brokerage, claims, premiums, invoicing).
Happy Hunting,
~Two Chicks…