Overview
This role is remote and supports retail broker or wholesale broker or MGA clients in Insurance Agency Bookkeeper positions. Responsibilities focus on premium accounting, general ledger maintenance, commission reporting, and reconciliations.
The organization is seeking candidates with substantial insurance experience who want a long-term work-from-home role with benefits, with the option to work full-time or part-time (schedule preference available).
Responsibilities
- Manage the general ledger, including Accounts Payable, Accounts Receivable, and Commission Payable
- Prepare monthly management reports and producer commission payable reports
- Reconcile carrier commission statements and resolve accounting discrepancies with insurance carriers and/or producers
- Prepare monthly and annual financial statements
- Maintain and monitor the budget using both Excel and the agency management system
Requirements
- 25 years of full-time work experience
- 10 most current years of premium accounting experience
Preferred Qualifications
- Experience using Epic, AMS360, and Sagitta agency management systems
- High demand for Epic experience
Compensation & Benefits
- Health insurance based on eligibility
- 401(k) with a 4% match based on eligibility
- Voluntary Dental, Vision, Life Insurance and Accidental Death & Dismemberment (AD&D)
- Benefits available for a remote, long-term position
Location
Work is performed from home (remote).