Bookkeeper / Project Coordinator

Job Title: Insurance Bookkeeper & Project Coordinator

Location: San Antonio, TX

Hours: Full Time

About Us:

Pathfinder Insurance Group is a reputable insurance agency dedicated to providing top-tier services to our clients. With a strong commitment to excellence and precision, we pride ourselves on maintaining accurate financial records and delivering reliable results.

We are currently seeking a detail-oriented and experienced Full-Time Insurance Bookkeeper to join our team. If you have a knack for numbers and a passion for accuracy, we want to hear from you!

Key Responsibilities:

• Manage day-to-day bookkeeping tasks, including accounts receivable
• 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
• Assist agency in implementing Artificial Intelligence “AI” practices
  
  

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
  
  

What We Offer:

• Competitive compensation
• Opportunity to work in a supportive and collaborative environment
• Potential for growth within the company
  
  

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