The Bookkeeper will be responsible for maintaining accurate financial records and supporting the day-to-day accounting operations within our insurance business. This role requires previous experience in bookkeeping, with a strong understanding of insurance transactions. Familiarity with Applied Epic or similar insurance agency management systems is a plus.
Key Responsibilities:
- Record daily financial transactions, including posting income, expenses, and payments
- Manage accounts payable and receivable, including billing and invoicing
- Process payroll and handle payroll-related entries
- Use Applied Epic to manage and organize financial records related to client accounts (experience with Applied Epic is a plus)
- Prepare monthly, quarterly, and annual financial reports as required
- Ensure compliance with relevant accounting standards and company policies
- Assist with audit preparations and respond to inquiries as needed
- Work closely with other team members to support overall accounting functions
Requirements
- Bachelor's degree in Accounting, Finance, or related field preferred, or equivalent experience
- Proven experience as a Bookkeeper, ideally within the insurance industry
- Familiarity with insurance agency management systems; experience with Applied Epic is a plus
- Strong understanding of general bookkeeping principles and financial statements
- Proficiency in accounting software and Microsoft Excel
- Excellent organizational and time management skills
- Strong attention to detail and accuracy
Preferred Qualifications:
- Additional certifications (e.g., Certified Bookkeeper, CPA) are a plus
- Familiarity with insurance compliance and regulatory requirements
Benefits
- HMO with 1 free dependent upon hire
- Life Insurance
- 20 PTO credits annually
- VL and SL cash conversion
- Annual Performance-Based Merit Increases and Employee Recognition
- Great Company Culture
- Career Growth and Learning
Disclaimer:
This job posting is for potential client opportunities and is intended for candidate pooling purposes only. By submitting your application, you are expressing interest in future positions with our clients. This does not guarantee immediate employment or an offer for a specific role.
