Loss Prevention Specialist II — Client Advisory Services

Job overview

The Loss Prevention Specialist II — Client Advisory Services role is onsite in San Mateo, CA; compensation is not specified. The position supports CAMICO policyholder CPA firms through the Loss Prevention department and works with departments including Marketing/Communications, Claims, and Underwriting. The specialist responds to CPA firms’ risk management questions, develops educational resources, and helps policyholders address practice and professional risks. The work supports CAMICO’s loss prevention services through practical guidance, presentations, and written content.

What you'll do

• Respond to CPA firm inquiries with risk management expertise
• stay current on emerging practice issues, regulatory and professional concerns, and foundational topics such as engagement letters, conflicts, and disengagements
• help build and manage external and educational resources
• develop and conduct presentations for CPAs in public practice
• consult with other CAMICO departments and agents
• contribute to assigned projects and publications.

What we're looking for

Skills & competencies

loss prevention specialist ii

client advisory services

cpa risk management

policyholder support

san mateo ca

camico mutual insurance

risk management education

cpa firms

presentations

professional writing

some travel

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree and either CPA examination completion plus at least four years in public accounting, or at least six years of equivalent professional experience. Some travel is required. Additional credentials or experience in fraud, forensic accounting, IT, financial planning, valuation, cybersecurity, cannabis clients, or SOC engagements are beneficial but not required.

About the employer

Camico Mutual Insurance is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.