Insurance Agency Bookkeeper - REMOTE

Overview

This role supports retail broker, wholesale broker, or MGA clients in Insurance Agency Bookkeeper positions with a remote, long-term work arrangement. The position involves maintaining premium accounting and related bookkeeping functions and includes company benefits.

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.
• Resolve accounting discrepancies with insurance carriers and/or producers.
• Prepare monthly and annual financial statements.
• Maintain the budget using both Excel and an agency management system.
• Use agency management systems to support daily bookkeeping and reporting needs.

Requirements

• 25 years of full-time work experience.
• 10 most current years of premium accounting experience.
• Experience using Epic, AMS360, and Sagitta agency management system is preferred (high demand for EPIC experience).

Compensation & Benefits

Benefits are based on eligibility and include:

• Health insurance
• 401(k) with a 4% match (based on eligibility)
• Voluntary Dental, Vision, Life Insurance, and Accidental Death & Dismemberment (AD&D)

Work Schedule

• Available in either full-time or part-time schedules.
• Remote work from home.