Agency Bookkeeper
Agency Bookkeeper
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
Agency Bookkeeper
An established insurance agency is seeking an experienced Bookkeeper to join the team. The ideal candidate will be detail-oriented highly accurate and committed to maintaining precise financial records. Prior experience in insurance bookkeeping is highly preferred with a strong understanding of agency operations. This role will primarily focus on client accounting and reconciliation ensuring all financial records are accurate timely and compliant.
Key Responsibilities:
- Manage day-to-day bookkeeping tasks including accounts receivable & accounts payable
- Reconcile client invoices and payments
- Prepare financial reports and assist with monthly/quarterly/annual closings
- Maintain accurate records of premiums and policy-related transactions
- Collaborate with the insurance team to ensure accurate financial data tracking
- Assist with audits and compliance requirements specific to the insurance industry
- Utilize accounting software to manage and streamline bookkeeping tasks
Qualifications:
- Proven experience as a bookkeeper preferably within the insurance or financial services industry
- Proficiency in Excel; Applied EPIC experience is a plus
- Strong understanding of accounting principles and insurance-related financial processes
- Excellent organizational skills and attention to detail
- Ability to handle confidential information with discretion
- Strong communication skills to work effectively with team members and external stakeholders
- Certification in bookkeeping or accounting is a plus
Compensation Package:
- Compensation: Between $50K-$70K (based on experience).
- Competitive benefits package paid time off professional development opportunities etc.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-BJ1
Employment Type
Full-Time
