Outsourced Agency Bookkeeper – Applied Epic

Overview

This position provides outsourced agency bookkeeping services for applied Epic insurance agency clients that do not have internal resources to hire and manage accounting staff. The role works closely with the bookkeeping team lead to understand client needs and deliver accurate, high-quality bookkeeping support.

Responsibilities

• Work with the bookkeeping team lead to understand each agency’s bookkeeping needs and establish an appropriate service schedule.
• Independently perform core bookkeeping tasks, including:
  • Entering receipts and disbursements
  • Reconciling premium payables
  • Recording direct bill commissions
  • Reconciling bank statements
  • Recording payroll
  • Reconciling credit cards
  • Performing month-end closing tasks, including journal entries and monthly financial reporting
• Manage company, broker, and vendor payables, and/or coordinate payments with clients.
• Stay current on Applied Epic bookkeeping best practices and follow established standards when performing client bookkeeping tasks.
• Communicate clearly and professionally with clients through various platforms, using sound judgment to resolve issues or request help as needed.
• Identify discrepancies, unanswered questions, and issues needing attention by looking beyond the immediate task.
• Collaborate with teammates, share knowledge, and remain receptive to feedback and different perspectives.
• Document work activities in real time to track progress and support accurate client billing.

Requirements (Non-Negotiable)

• 2+ years of bookkeeping experience within an insurance agency using Applied Epic.
• Strong working knowledge of Microsoft 365 applications.
• Experience working independently and collaboratively in a remote environment.
• Ability to stay organized, communicate clearly, and support clients professionally.
• Comfortable using virtual meeting tools to support a professional remote client experience.
• Dedicated, distraction-free workspace with reliable hard-wired high-speed internet.
• Self-motivated, curious, adaptable, and accountable—willing to ask questions, receive feedback, and continue learning.
• Demonstrated ownership of problems, good judgment, and a focus on finding the right solution.

Compensation & Benefits

• Salary: $45,000 – $52,000 based on experience
• Health: employer pays 80% of total premium for employee and family
• Flexible Vacation Hours
• Simple IRA: 100% match for first 3%

Location

Remote