Senior Agency Bookkeeper

P&C Insurance

Potential Salary – Commensurate with experience

Our ideal candidate:

• Insurance Agency professional with at least 5 years’ experience in an insurance agency environment. Experience with Applied EPIC is required.

• Strong bookkeeping or accounting knowledge

• Strong attention to detail

• Strong technical abilities

• Proficiency in Microsoft Office products, particularly Microsoft Excel

• Commitment to providing top notch customer service

• The ability to work in a fully remote position and to self-manage

• A desire to constantly learn and help others

• Has a passion for problem solving

• Has a patient and nurturing approach to helping others

• Works well in a dynamic environment

• Must be able to pass a background check

 

The Job:

• Responsible for Accounts Payable, Accounts Receivable and Commission Payable for several agency clients at once

• Provide monthly and annual reports for agency clients

• Takes ownership over agency client accounts

• Resolve accounting discrepancies with agency clients in a patient and timely manner

• Perform direct bill, premium payable, producer/broker, and bank reconciliations

• Prepare reconciliation of carrier commission statements

• Perform month end requirements for agency clients in a thorough and timely manner

• Other projects or items as needed

• Schedule is Monday through Friday

 

Benefits:

• Fully Remote (no travel necessary)

• All equipment provided by Company

• Generous PTO

• Paid Holidays

• Ample Opportunity for Growth

• Rare opportunity to become an integral member in a rapidly growing business

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Job Type: Full-time

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