Outsourced Agency Bookkeeper - Applied Epic

Overview

This role provides outsourced agency bookkeeping support for insurance agency clients who do not have internal resources to hire and manage accounting staff.

While there is not a currently open position, the organization is accepting applications to build a strong pool of candidates for potential future needs. Reviews will be conducted, and outreach may occur if an opportunity aligns with background and experience.

Responsibilities

• Assist the accounting resource in determining an agency’s bookkeeping needs and establishing the schedule and time commitment required to meet those needs.
• Independently perform key bookkeeping tasks, including:
  • Entering receipts and disbursements
  • Reconciling premium payables
  • Recording direct bill commission
  • Reconciling bank statements
  • Payroll recording
  • 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 regularly with clients via email and video calls to address questions, resolve issues, and support a positive client experience.
• Document work activities in real time to track progress and support accurate client billing.

Requirements (Non-Negotiable)

• 2+ years of bookkeeping experience working within an insurance agency and/or with the Applied Epic agency management system.
• Strong working knowledge of Microsoft 365 applications.
• Experience successfully working independently and collaboratively in a remote environment.
• Ability to stay organized, communicate clearly, and support clients professionally.
• Comfort using virtual meeting tools to support a professional remote client experience.
• Self-motivated, adaptable, and accountable.

Compensation & Benefits

Not specified.

Location

Dedicated, distraction-free workspace with reliable hard-wired high-speed internet is required. Remote work is supported.