Bookkeeper

Job Description

Bookkeeper

Insurance agency is seeking a Bookkeeper to join their team. They are looking for someone with a strong commitment to excellence and precision, and someone who takes pride in maintaining accurate financial records and delivering reliable results.

Seeking someone who is detail-oriented and experienced in insurance bookkeeping. Must be familiar with agency operations and ideally come from an insurance agency. Primary focus of the role is client accounting / reconciliation.

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
  
  

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 with a great bonus plan. Salary range $55K-$65K DOE
• Opportunity to work in a supportive and collaborative environment
• Potential for growth within the company