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 & 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
  
  

What We Offer:

• Competitive compensation
• Opportunity to work in a supportive and collaborative environment

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