Job Description
Position : Bookkeeper - Insurance Agency
Job Type : Full-time
Benefits : 401(k), Dental insurance, Disability insurance, Health insurance, Paid time off, Vision insurance
Experience :
- Accounting for an Independent Insurance Agency : 3+ years (Required)
- Experience with AMS360 or Applied EPIC
Essential Job Functions :
Accounts Payable : Process invoices for operating expenses, reconcile, and record credit card transactions promptly.
Insurance Company Payables : Reconcile and pay invoices / statements for agency bill insurance transactions promptly.
Accounts Receivable : Record deposits of commission and customer payments promptly.
General Ledger Reconciliation : Review and reconcile general ledger balances to subsidiary ledger detail on a daily, weekly, or monthly basis as applicable.
Financial Statements : Prepare draft financial statements monthly for Accountant review and respond to review questions within 24 hours.
Commission Invoicing : Invoice direct bill commission in a backup capacity to the direct bill specialist.
Requirements :
- Bachelor's degree in Accounting or related field preferred.
- Strong proficiency in AMS360 or Applied EPIC software.
- Proficient in Microsoft Office Suite, particularly Excel.
- Excellent communication and interpersonal skills.
- Ability to work independently and in a team environment.
- Strong organizational and time management skills.
If you meet these qualifications and are eager to join a dynamic team in the insurance industry, please submit your resume and cover letter detailing your relevant experience.
Note : This position requires a minimum of 3 years of accounting experience within an independent insurance agency and proficiency in AMS360 or Applied EPIC software.
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